Commerce Trust
Middle Office Administrator II - Commerce Trust
Commerce Trust, Kansas City, Missouri, United States, 64101
Overview
Middle Office Administrator II - Commerce Trust role at Commerce Trust. The Wealth Management Revenue Analyst is a primary point of contact for Private Client and Institutional Administrators within Commerce Trust Company. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. The primary focus is providing high level customer service and support to internal Trust Administrators, while facilitating the process of establishing fees for new accounts, updating fees on existing accounts, overall processing of fees, and revenue reporting. The Revenue Analyst has a higher level of accountability in understanding the overall Trust Company goals and offering alternate solutions to our customers to accomplish them. This role requires excellent relationship building skills, critical thinking, and the ability to make sound and prudent judgment. The Revenue Analyst will support customers and collaborate with Senior Management by providing revenue reporting and analysis for the entire Trust Company. Responsibilities
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 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 Knowledge, Skills & Abilities
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 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 resilient with an optimistic outlook aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience
Associate’s degree or equivalent combination of education and experience preferred 4+ years of financial services experience required, preferably in a back office/middle office setting Cross-train team level I teammates and document procedures Performs other duties as assigned Compensation
The compensation range is $26.25 to $30.75 per hour, based on location, experience, skills, and training. A reasonable estimate of the current base pay is included for transparency. Location
Location: 922 Walnut St, Kansas City, Missouri 64106 Employment Details
Time Type: Full time Seniority level: Not Applicable Job function: Administrative Industries: Banking and Financial Services For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Middle Office Administrator II - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift).
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Middle Office Administrator II - Commerce Trust role at Commerce Trust. The Wealth Management Revenue Analyst is a primary point of contact for Private Client and Institutional Administrators within Commerce Trust Company. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. The primary focus is providing high level customer service and support to internal Trust Administrators, while facilitating the process of establishing fees for new accounts, updating fees on existing accounts, overall processing of fees, and revenue reporting. The Revenue Analyst has a higher level of accountability in understanding the overall Trust Company goals and offering alternate solutions to our customers to accomplish them. This role requires excellent relationship building skills, critical thinking, and the ability to make sound and prudent judgment. The Revenue Analyst will support customers and collaborate with Senior Management by providing revenue reporting and analysis for the entire Trust Company. Responsibilities
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 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 Knowledge, Skills & Abilities
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 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 resilient with an optimistic outlook aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience
Associate’s degree or equivalent combination of education and experience preferred 4+ years of financial services experience required, preferably in a back office/middle office setting Cross-train team level I teammates and document procedures Performs other duties as assigned Compensation
The compensation range is $26.25 to $30.75 per hour, based on location, experience, skills, and training. A reasonable estimate of the current base pay is included for transparency. Location
Location: 922 Walnut St, Kansas City, Missouri 64106 Employment Details
Time Type: Full time Seniority level: Not Applicable Job function: Administrative Industries: Banking and Financial Services For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Middle Office Administrator II - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift).
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