Posted:
8/26/2024, 5:23:13 AM
Location(s):
Georgia, United States ⋅ Virginia, United States ⋅ Arlington, Virginia, United States ⋅ Raleigh, North Carolina, United States ⋅ Atlanta, Georgia, United States ⋅ North Carolina, United States
Experience Level(s):
Junior ⋅ Mid Level
Field(s):
Customer Success & Support
This role is responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent and ultra-high net-worth clients. Provide administrative support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.
Key Responsibilities:
Participate in onboarding new teammates and training
Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions
Utilize various trust systems to affect transactions, monitor accounts, create reports and prepare client presentations
Respond to client requests for information and assistance within appropriate level of authority
Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
Continually render extraordinarily responsive and personal service to our Wealth Clients
Authentication -Perform client identity verification utilizing multiple authentication procedures.
Manage the department’s email box by organizing, prioritizing, responding to client and internal communication promptly.
Oversee secure processing of client documents and payments in the lock box.
Basic Qualifications:
Minimum of 2 years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
Preferred Qualifications:
Undergraduate degree
Trust School graduate
Certified Financial Trust Advisor (CFTA)
Professional Qualifications:
Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate
Demonstrate strong knowledge of bank policy and procedures
Strong problem-solving skills
Contributes to a positive team environment that fosters cooperation, trust and group identity
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Maryland, New York or Washington as set forth below.
The application window for this job will remain open until at least 09/02/2024. However, if this date has passed, please note we are still accepting applications.
Information on benefits is here.
Role Location Hourly Salary Range
California $22.26 to $49.33
Colorado $22.26 to $42.64
District of Columbia $23.70 to $45.38
New York $20.63 to $49.33
Maryland $20.63 to $39.47
Washington $23.70 to $45.38
About Accenture:
Accenture is a leading global professional services company that helps the world's leading
businesses, governments and other organizations build their digital core, optimize their
operations, accelerate revenue growth and enhance citizen services—creating tangible value at
speed and scale. We are a talent- and innovation-led company with 742,000 people serving
clients in more than 120 countries. Technology is at the core of change today, and we are one of
the world's leaders in helping drive that change, with strong ecosystem relationships. We
combine our strength in technology and leadership in cloud, data and Al with unmatched
industry experience, functional expertise and global delivery capability. We are uniquely able to
deliver tangible outcomes because of our broad range of services, solutions and assets across
Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities,
together with our culture of shared success and commitment to creating 3600 value, enable us
to help our clients reinvent and build trusted, lasting relationships. We measure our success by
the 3600 value we create for our clients, each other, our shareholders, partners and
communities. Visit us at www.accenture.com.
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here
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Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
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Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
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The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
Website: https://accenture.com/
Headquarter Location: Dublin, Dublin, Ireland
Employee Count: 10001+
Year Founded: 1989
IPO Status: Public
Last Funding Type: Grant
Industries: Business Information Systems ⋅ Construction ⋅ Consulting ⋅ Information Services ⋅ Information Technology ⋅ Infrastructure ⋅ Management Consulting ⋅ Outsourcing