Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $22.60 - $26.70 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to provide both administrative and account support assistance to multiple lines of business within CTC.
Essential Functions
Work cooperatively with assigned Private Client Advisor's (PCA's) by providing administrative support in the opening, administration, and closing of fiduciary, agency and custodial accounts.
Deliver superior service to clients and their external professionals
Resolve operational issues by working with internal partners
Assist PCA's in handling cash receipts and disbursements for accounts
Prepare new account paperwork and obtain other documentation necessary to establish various account types as well as coordinate and track the opening process with internal partners
Access and update information on trust accounting platform
Input and maintain customer information in client relationship management system
Coordinate account termination (i.e.: circulate necessary notices, value assets, prepare distribution schedule and coordinate transfer of assets).
Address customer phone and email inquiries
Prepare documents to be filed in the administrative, investment and vault files
Prepare various administrative presentations, reports, memos and letters as requested
Perform other duties as assigned
Knowledge, Skills, & Abilities Required
Basic knowledge of wealth management services and products
Professional presence, approach and desire to exceed client expectations
Demonstrated superior customer service skills and the ability to work independently
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Proficient in professional letter writing and electronic communications
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
High School Diploma or equivalent combination of education and experience required. Associate's or Bachelor's degree preferred.
4+ years related experience in an office environment required
2+ years work experience in a financial institution highly preferred
Knowledge of trust and retail services preferred
***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 CTC Support Associate 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) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $22.60 to $26.70 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 4501 Tamiami Trail N, Naples, Florida 34103
