Administrator - Fund Administration

This position performs as an Administrator. The candidate will be responsible for providing support to Client Services team members, excellent customer service when communicating with clients, administering the appropriate procedures, processes in a timely, accurate and professional manner as well as perform certain administrative tasks.

MAIN RESPONSIBILITIES AND DUTIES

• Assist Client Services team members with document preparation and onboarding of investors, including review and understanding of the required documents and adhering to processes and procedures.
• Coordinate with banking partners and clients to open depository and/or escrow accounts with specific attention to each depository and/or escrow agent requirement and procedure.
• Responsible for timely and accurate client billing.
• Data entry including review of portal data for accuracy.
• Answer incoming calls and handle in a professional manner.
• Monitor and respond to inquiries received via Live Chat.
• Maintain and order office supplies.
• Retrieve mail and check handling.
• Perform other duties as required.
• Adhere to JTC core values and expected behaviours.

ESSENTIAL REQUIREMENTS

• 1+ year of client service, customer success experience required.
• Detail oriented skills to support review of legal and financial documents.
• Strong skills in Microsoft Office: Word, Excel & Power Point and ability to learn and utilize other technology applications.
• Excellent communication skills, both verbal and written.
• Ability to timely and effectively meet deadlines throughout the day using organizational skills.
• Ability to work both collaboratively and independently.