Vacancy expired!
- Day to day administration of the accounts, the negotiation of new appointments, the coordination of services for assigned clients.
- Monitor of contractual obligations for these accounts.
- Thoroughly review, negotiate and render comments on new transaction documents.
- Assist in the bid preparation (RFP) process and analysis of all retentive bids in connection with existing clients.
- Manage and oversee client inquiries; resolve situations independently and smoothly as they occur, apprise management of complications.
- Active participation in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other industry professionals.
- Oversee Trust Administrators; evaluate their work activity to ensure effective administration of accounts and collection of fees.
- Bachelor Degree in Business or related field; 3-5 years experience in Financial Services
- Proficiency in MS Office Suite (Word, Excel and PowerPoint)
- Ability to multi-task while demonstrating detail orientation
- Ability to coordinate efforts and initiatives across functions
- Strong problem solving, analytical and organizational skills required
- Excellent oral and written communication skills
- Able to work as a W2 employee of Genesis10 (no corp to corp)
Vacancy expired!