Experienced Client Services Officer – Trust Administration Support

At arenaflex, we're dedicated to providing exceptional client service and support in the administration of fiduciary accounts. As a valued member of our team, you'll play a crucial role in enabling our Trust Officers to effectively manage these accounts while maintaining an optimal level of client satisfaction. If you're passionate about delivering outstanding customer service, working in a dynamic team environment, and growing your career in a rapidly evolving industry, we encourage you to apply for this exciting opportunity.

About arenaflex

arenaflex is a leading provider of trust administration services, committed to delivering exceptional client experiences and building long-lasting relationships. Our team of dedicated professionals is passionate about helping individuals, families, and institutions achieve their financial goals through expert guidance and support. As a trusted partner in the financial services industry, we're dedicated to staying at the forefront of innovation, ensuring our clients receive the highest level of service and expertise.

Job Summary

As an Experienced Client Services Officer, you'll provide critical support to our Trust Officers in the administration of fiduciary accounts. Your primary responsibilities will include:

• Performing day-to-day functions on assigned accounts accurately and by necessary deadlines, including opening and closing accounts, processing wire requests, and handling IRA Required Minimum Distributions.
• Monitoring accounts on a daily basis for overdrafts and uninvested cash, and keeping Trust Officers informed.
• Analyzing and researching account problems, and recommending solutions as appropriate.
• Establishing and maintaining an orderly record-keeping system, ensuring the maintenance of confidential accounts files and special reports.
• Ordering supplies for the team as needed.
• Resolving client requests and referring complex inquiries to Trust Officers.
• Reading and understanding Trust Agreements and related documents for administrative purposes.
• Building and maintaining effective working relationships with other team members to ensure high-quality and timely administration of assigned fiduciary accounts.
• Monitoring corporate action, processing proxies, and due diligence reports for sub-advisors.
• Maintaining compliance with all internal policies and procedures as well as regulatory requirements.
• Providing backup to other Client Service Officers when needed.
• Creating and maintaining professional rapport and mutually agreeable working relationships with clients to sustain the account relationship.
• Handling special projects as needed by the team.

Key Responsibilities

* Perform day-to-day functions on assigned accounts accurately and by necessary deadlines.

• Monitor accounts on a daily basis for overdrafts and uninvested cash, and keep Trust Officers informed.
• Analyze and research account problems, and recommend solutions as appropriate.
• Establish and maintain an orderly record-keeping system, ensuring the maintenance of confidential accounts files and special reports.
• Order supplies for the team as needed.
• Resolve client requests and refer complex inquiries to Trust Officers.
• Read and understand Trust Agreements and related documents for administrative purposes.
• Build and maintain effective working relationships with other team members to ensure high-quality and timely administration of assigned fiduciary accounts.
• Monitor corporate action, process proxies, and due diligence reports for sub-advisors.
• Maintain compliance with all internal policies and procedures as well as regulatory requirements.
• Provide backup to other Client Service Officers when needed.
• Create and maintain professional rapport and mutually agreeable working relationships with clients to sustain the account relationship.
• Handle special projects as needed by the team.

Essential Qualifications

* 3-5 years of related experience and/or training.

• Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of experience and/or training.
• Proficiency in dealing with difficult clients and providing superior customer service.
• Discretion of confidential personal, estate planning, and financial information of clients is mandatory.
• Solid computer skills required (Word, Excel, PowerPoint, Outlook).
• Excellent written and verbal skills and ability to draft original correspondence.
• Excellent organizational and analytical skills are highly desirable.
• Strong numbers orientation and attention to detail.
• Polished and able to work on and manage multiple tasks and projects with varied and changing priorities.
• Able to work well on a diverse team, and flexible with the pressure of high volume and multiple deadlines.
• Follow established procedures, as well as solve problems creatively.
• High energy and enthusiasm are desirable traits.

Work Environment and Culture

As a valued member of our team, you'll enjoy a dynamic and supportive work environment that fosters growth, innovation, and collaboration. Our office is located in Novato, CA, with a hybrid schedule that allows for flexibility and work-life balance. We're committed to providing ongoing training and development opportunities to help you achieve your career goals and stay up-to-date with industry trends.

Compensation and Benefits

arenaflex offers a competitive compensation package, including a salary range of $60,000 - $80,000 per year, depending on experience. We also provide a comprehensive benefits program, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

How to Apply

If you're a motivated and customer-focused professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We can't wait to hear from you!

Equal Employment Opportunity

arenaflex is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion. Apply for this job