Contract administration agent providing administrative support and helping to manage specialized products/accounts at Desjardins. Ensuring operational effectiveness and responding to member/client inquiries.
About the role
- Institutional Trust Administrator I at PNC managing client accounts and documentation. Providing support for new and ongoing institutional accounts with a focus on customer experience.
Responsibilities
- Provides consistent and efficient support for new and ongoing clients
- Manages workload to meet service levels
- Gathers required documentation
- Prepares, reviews and verifies documents and relevant information for accuracy
- Performs common processing and ensures compliance with standard regulations and processes
- Acts as a point of contact for team and service partners and may act as an escalation point for client implementation and servicing issues
- Initiates, updates and verifies client, account, or transaction details in relevant systems/applications
- Provides reports as needed
- May perform general administrative support
Requirements
- 3+ years experience
- Associates degree or equivalent experience
- Asset Management
- Client Relationship Building
- Consumer Lending
- Credit Risk Analysis
- Financial Operations
- General Ledger (GL)
- Process Improvements
- Accuracy and Attention to Detail
- Decision Making and Critical Thinking
- Effective Communications
- Flexibility and Adaptability
- Managing Multiple Priorities
- Problem Solving
- Products and Services
- Sales Support and Administration
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year
- between 15 to 25 vacation days each year, depending on career level and years of service
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