Commerce Trust
Middle Office Administrator - Commerce Trust
Commerce Trust, Kansas City, Missouri, United States, 64101
Middle Office Administrator - Commerce Trust
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Middle Office Administrator - Commerce Trust
role at
Commerce Trust .
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 would include, but not limited to, a wider degree of knowledge on more complex aspects of establishing fees, collecting fees, and providing revenue reporting and analysis.
The Revenue Analyst plays a key role in how new customers form their first impressions of the Trust Company. This requires excellent relationship building skills, critical thinking, and the ability to make sound and prudent judgment on a simple perception of a situation. The Revenue Analyst is expected to have a wider degree of accountability in supporting customers, and an advanced attention to detail. The advanced attention to detail is especially important, as the Revenue Analyst will work with Senior Management by providing revenue reporting and analysis for the entire Trust Company.
The Revenue Analyst will serve as a resource to other team members while providing training, answering questions, providing coverage, and supporting management by helping drive the direction of the team. The Revenue Analyst also helps with problem resolution and serves as a liaison between the Administrators and other departments of the Trust Company including Operations, Audit, Compliance, Legal, and Tax. The Revenue Analyst will be responsible for driving process improvements and will be required to work on special projects as identified.
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 resilient to all situations with an optimistic outlook and cast a positive shadow that is 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
Level of role is determined by knowledge, experience, skills, abilities, and education
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 I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including 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 that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 to $30.75 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type: Full time
Seniority level
Not Applicable
Employment type
Full-time
Job function
Administrative
Industries
Banking and Financial Services
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Middle Office Administrator - Commerce Trust
role at
Commerce Trust .
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 would include, but not limited to, a wider degree of knowledge on more complex aspects of establishing fees, collecting fees, and providing revenue reporting and analysis.
The Revenue Analyst plays a key role in how new customers form their first impressions of the Trust Company. This requires excellent relationship building skills, critical thinking, and the ability to make sound and prudent judgment on a simple perception of a situation. The Revenue Analyst is expected to have a wider degree of accountability in supporting customers, and an advanced attention to detail. The advanced attention to detail is especially important, as the Revenue Analyst will work with Senior Management by providing revenue reporting and analysis for the entire Trust Company.
The Revenue Analyst will serve as a resource to other team members while providing training, answering questions, providing coverage, and supporting management by helping drive the direction of the team. The Revenue Analyst also helps with problem resolution and serves as a liaison between the Administrators and other departments of the Trust Company including Operations, Audit, Compliance, Legal, and Tax. The Revenue Analyst will be responsible for driving process improvements and will be required to work on special projects as identified.
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 resilient to all situations with an optimistic outlook and cast a positive shadow that is 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
Level of role is determined by knowledge, experience, skills, abilities, and education
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 I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including 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 that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 to $30.75 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type: Full time
Seniority level
Not Applicable
Employment type
Full-time
Job function
Administrative
Industries
Banking and Financial Services
Referrals increase your chances of interviewing at Commerce Trust by 2x
Get notified about new Office Administrator jobs in
Kansas City, MO .
Kansas City, MO $40,000.00-$50,000.00 2 years ago
Kansas City, MO $23.00-$26.00 2 months ago
Kansas City Metropolitan Area 3 weeks ago
Kansas City, MO $42,000.00-$47,000.00 1 month ago
Overland Park, KS $50,000.00-$75,000.00 6 months ago
Kansas City Metropolitan Area $18.00-$22.00 2 days ago
Kansas City Metropolitan Area 21 hours ago
Kansas City, MO $63,800.00-$86,100.00 15 hours ago
Executive Assistant & Events Coordinator
Executive Assistant - FT | Overland Park Rehab
Executive Assistant/Executive Support Systems
Library Administrative Assistant - Public Library
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr