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LeTort Trust · 5 days ago

Client Relationship Administrator

Mechanicsburg, PA

Full-time

Onsite

Mid Level

LeTort Trust is a Private Trust Company providing comprehensive multi-generational wealth planning and streamlined retirement plan design and management. They are seeking a motivated Client Relationship Administrator to support the Personal Trust/Wealth Management Division by handling administrative tasks and enhancing client experiences through exceptional service.

ConsultingFinancial ServicesWealth Management

Responsibilities

Serve as a primary support contact for day-to-day client service requests

Assist with client account cash disbursements and receipts

Prepare and process client agreements and onboarding materials with accuracy and compliance

Track, monitor, prepare and mail client bills

Monitor client accounts and submit raise funds requests as needed

Maintain organized digital and physical filing systems for client records

Qualification

Client service experienceAdministrative services experienceData entry skillsAttention to detailCommunication skills

Required

Several years of experience in business, legal, or banking administrative services with an exceptional track record for reliability and delivering quality results

Certifications and/or degrees in a related field