Middle Office Administrator II - Commerce Trust

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

Education & Experience

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

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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