Overview
Middle Office Administrator – Commerce Trust Jobs in Kansas City, MO at Commerce Bank
Full Job Description
About Working at Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn’t come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Hourly: $22.60 – $30.30 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to be a primary point of contact supporting Private Client, Institutional Trust and Family Office services within Commerce Trust.
Essential Functions
Provide high level customer service and support team members to facilitate timely and accurate on-boarding of new accounts and terminating closing accounts
Review new account and asset movement requests to ensure all proper documentation is present, accurate and in good order
Effectively communicate with outside institutions to gather all requirements and information to ensure the successful movement of incoming and outgoing assets between custodians
Assist with problem resolution and serve as a liaison between team members and other departments of the Commerce Trust Company (CTC)
Monitor daily reports of incoming and outgoing assets to assist in researching and resolving out of balance issues and to ensure timely posting to client accounts
Drive process improvements and documentation, projects, and testing
Cross train team level I team members and document procedures
Preform other duties as assigned
Knowledge, Skills & Abilities Required
Extensive knowledge of investments and the investments field
Strong business acumen and the ability to make timely and sound business recommendations
High level of accountability in understanding the big picture/Trust Company goals and offering alternate solutions to our customers to accomplish them.
Strong analytical skills with the ability to execute
Excellent customer service skills across a wide variety of disciplines and backgrounds to help achieve results
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and …
Title: Middle Office Administrator – Commerce Trust
Company: Commerce Bank
Location: Kansas City, MO
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