Account Administrator

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Full Time Clerical Danville, KY, US

3 days ago Requisition

KENTUCKY TRUST COMPANY

ACCOUNT ADMINISTRATOR JOB DESCRIPTION

Kentucky Trust Company, located in Danville, Kentucky is looking for an Account Administrator to work with a broad and diverse range of clients in our wealth management division.

We are seeking a dedicated, self-motivated candidate who has a strong desire to build relationships and provide outstanding service for our clients and is interested in learning and developing a career within the wealth management industry. The associate will be encouraged to engage in continual learning and development activities and will be supported in pursuing progress toward industry-related certifications.

• Cultivate client relationships and assist investment advisors as appropriate on assigned accounts and new business
• Acquire and maintain financial industry credentials as appropriate
• Work with industry professionals such as attorneys and accountants on various issues
• Manage opening, closing and ongoing administration for assigned accounts
• Perform Trust, IRA, Estate administration duties as assigned
• Become proficient with Maui account program, Account Review and Risk Manager (ARRM) program, Client Online Portal and other programs as needed
• Review legal and financial documents
• Review end of year tax information for assigned accounts
• Perform annual review of assigned accounts
• Manage and process contributions and distributions as appropriate
• Treats people with respect; keeps commitments;
  Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• You are to conduct yourself professionally and as a company representative while at work and in public.
• Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

• High school diploma or GED
• Attention to detail, with analytical and problem-solving skills
• Strong verbal, math and written communication skills
• Ability to handle and prioritize multiple projects simultaneously
• Willingness to learn and grow
• Professional, client-focused approach to tasks
• Proficient use of applicable technology, including Excel and Word, with ability to learn use of account management software
• Ability to work in team environment as well as independently

Management reserves the right to change this job description at any time according to business needs.