Sachbearbeiter:in Rechnungswesen und Personal für die Geschäftsstelle in Luzern mit Zusatzaufgaben in der Administration und Organisation. Verantwortlich für Finanzen, Personal und administrative Unterstützung.
About the role
- Unique Assets Administrator managing Private Wealth accounts, handling real estate and unique asset administration. Collaborating with teams to ensure compliance and client satisfaction.
Responsibilities
- Manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures
- Work collaboratively with Senior Associates on team to resolve complex administrative issues and escalations
- Manage unique assets held in Private Wealth accounts, including real estate, oil/gas, closely held, life insurance and other miscellaneous assets
- Perform inspection of assets to ensure periodic valuations and maintain properties cost-effectively through appropriate vendors
- Acquire and dispose of unique assets, including performing lease negotiations, managing renovation/maintenance/repairs, and delivering portfolio and asset reporting
- Implement strategic business plans for assets and portfolios as necessary
- Leverage third party vendor relationships in areas of insurance, farm, ranch, oil/gas management, and real estate processing
- Serve as a vendor liaison where required
- Review monthly financial reports from third party fee managers
- Communicate tasks and expectations to colleagues, co-fiduciaries, clients, attorneys, brokers, contractors, third-party managers, and other service providers
- Help identify value-added services that Personal Trust and Custody can provide
- Ensure timely completion of required Administrative Compliance reviews
- Ensure accurate processing of all account and/or maintenance activities, resolve operational problems, and process various reports
- Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions
- Manage assigned properties using established policies and procedures, facilitate asset setup and removal, maintain appropriate insurance coverage through Bank’s blanket program or external policy, facilitate insurance claims, taxation matters and payment
- Buy, sell, lease properties either directly or with assistance of a real estate agent, includes negotiating listing agreements, purchase and sale contracts, leases, and other agreements
- Prepare annual property reviews, analyze tax assessed values, coordinate triennial valuations, and perform or arrange initial and annual property inspections
- Coordinate the timely payment of all maintenance, insurance, and property tax bills
- Participate in National Trust Real Estate Association as required
- Other duties as assigned
Requirements
- Bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background
- 3+ years of applicable experience within Financial Services
- Able to balance a client experience mindset when managing and controlling business risks
- Proven analytical, mathematical, and problem-solving skills
- Customer focused with great client relationship management skills
- Proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
- Wealth Management experience (bonus points)
- Knowledge of real estate/property management/asset valuation (bonus points)
- Real estate property management experience (bonus points)
- Property and casualty insurance experience (bonus points)
- Professional real estate designation (bonus points)
- Knowledge of fiduciary responsibilities (bonus points)
- Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape (bonus points)
- Proficiency in Salesforce CRM software (bonus points)
- Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion (bonus points)
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
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