Onboarding Center of Excellence Analyst III

New Account Onboarding Analyst

The New Account Onboarding Analyst reports to the Fiduciary Executive - Onboarding Center of Excellence Team Leader and is responsible for direct oversight into all facets of new account setup, including coding on SEI/Trust 3000 platform, setup of statements and fees.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Responsible for onboarding of most complex new accounts from beginning to completion; including account paperwork production and acceptance, coding on SEI/Trust 3000 platform, setup of statements and fees.

2. Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process from beginning to completion. Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines. This may involve giving advice to client-facing wealth teams on proper procedures and policies necessary for account opening, onboarding fiduciary business, and backing up New Account Onboarding Advisors when needed.

3. Knowledgeable in details of account opening and fully capable of executing/completing complex functions within, including detailed system coding and the implications of that coding.

4. Responsible for proper escalation of matters to leadership and other internal parties for determinable action.

5. Responsible for completion of projects as assigned. Provides consultation and feedback regarding process improvements and technology enhancements.

6. Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts. Uses expertise to identify gaps and provide recommended solutions.

7. Demonstrates excellent verbal and written communication skills, as well as the ability to articulate information clearly to client facing teammates and internal partners.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

6+ years of relevant work experience.

Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications.

Strong analytical skills and demonstrated ability for organization. Must be able to work in high volume and fast paced environment.

Excellent communication skills both oral and written.

Preferred Qualifications:

Undergraduate degree in business, fiduciary administration or related field.

Fiduciary knowledge in trust banking environment. Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop.

Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

Sitting Constantly (More than 50% of the time)

Standing Occasionally (Less than 25% of the time)

Walking Occasionally (Less than 25% of the time) Bending Occasionally (Less than 25% of the time)

Lifting Up to 10 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%