Investment and Trust Administrator

Investment and Trust Administrator

Rockland Trust's Investment Management Group is currently seeking a self-motivated individual to provide administrative support for our Relationship Managers. This position offers a challenging work environment and growth potential. This position will assist the IMG Relationship Manager, Portfolio Manager and Financial Consultants with the day to day administrative responsibilities required to provide a high level of customer service to our IMG clients. Under the supervision of the IMG Relationship Manager, this position will also provide research to respond to a client's request and contribute to the overall strategic plan for IMG through ownership and participation in mission.

Primary Duties:

• Monitor daily cash positions for IMG Clients overdrafts and un-invested cash balances; research cause of overdraft/cash accumulation and communicate appropriate action to RM.
• Review regularly scheduled disbursements (bill payments, cash transfers, memo tickers) from IMG client accounts to ensure adequate cash balances; Review monthly IMG fee report and verify account fees; Set up IMG Sales Packages including new account opening paperwork; Input IMG monthly sales/distributions on Sales System.
• Process daily IMG client transaction requests in a timely and accurate manner (using appropriate descriptions and tax codes).
• Open, review and distribute IMG mail; take action when appropriate to complete client requests or produce necessary information for RM review.
• Oversee IMG asset transfers; process and reconcile asset receipt and deliveries and assist with tax cost research.
• Assist in the preparation of the IMG discretionary payment request, special account review and other forms for fiduciary accounts.
• Interact frequently with IMG clients and their advisors (Attorneys, CPAs) by telephone, email and written communication.
• Maintain IMG account files as necessary.
• Assist in the preparation of IMG materials/booklets to be used by RM at client meetings/presentations.
• Assist with asset transfers, asset receipt and deliveries including reconcilement, tax cost research, preparing discretionary payment requests, special account reviews and other forms for fiduciary accounts
• Contribute to the general Branch and IMG department efficiencies through ownership and/or participation in department related projects including reception, telephone coverage, ordering supplies, filing, etc.
• Assumes responsibility for additional reporting duties and responsibilities as required

Qualifications:

• The qualified candidate must be an independent self-starter with excellent interpersonal, written and verbal communication skills, and client service skills.
• Additionally, the candidate must have at least 2 years of administrative support experience, banking/ financial services experience; knowledge of basic investments and trusts a plus.
• We are looking for an individual who is extremely organized and able to handle multiple tasks in a fast paced environment.
• Strong PC skills including Word, Excel and Power Point are a must.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.