3-6 years of client service and/or investment operations experience and/or training in the financial services industry and/or equivalent combination of education and experience
Strong knowledge and prior experience of financial services/client service, investment management, and operations systems, Microsoft Excel and research databases
Advanced/post-graduate financial services, investment management and/or relevant systems coursework and certifications a plus.
Skills and Abilities:
Ability to work well independently and in a team setting
Strong organizational skills and ability to consistently meet deadlines
Strong attention to detail is imperative
Strong verbal and written communication skills
Communicate effectively with internal and external partners
Learn and work with systems to obtain and process large amounts of data
Apply critical analysis to large amounts of data
Effectively present information to internal and external partners
Our comprehensive total rewards package offers something for everyone!
Robust medical, dental, and vision insurance packages
Generous time off, including paid federal holidays and paid day off for your birthday
401(k) retirement savings plan
Tuition reimbursement, professional development, and career growth opportunities
Employee assistance program
Comprehensive wellness program
Pursue a career at Camden National Bank and
Benefits
Dental insuranceVision insurance401(k)
Additional Information
Live here. Play here. Bank here. Work here.
If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place.
Get to know us:
We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities.
We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization .
We've been named one of the best places to work in Maine , and offer robust benefits focused on your holistic well-being.
______________________________________________________________________________________________________________
Position Summary:
The Client Investment Administrator supports investment team client-related administrative responsibilities. This person will exhibit strong attention to detail, excellent written and verbal communication and organizational skills. This person will collaborate with investment team members and other internal and external partners to successfully address a variety of routine and ad-hoc client needs.
Essential Duties and Responsibilities:
Partner with investment team members in all aspects of client administrative needs as it relates to the investment team responsibilities.
Collaborate with the team on a regular basis to receive and communicate information on all aspects of a client relationship or portfolio.
Gather information, prepare, and review routine recurring (weekly, monthly, quarterly, semi-annual, annual) investment reporting
Review client cash requests. Working with the PM and RM, determine accounts in which to raise funds
Research, gather information, prepare, and review ad-hoc client investment reporting inquiries/requests
Review client accounts based on client investment guidelines to identify issues.
Gather information, prepare, and review client meeting investment presentations
Participate in projects to identify and implement investment client service process efficiencies and improvements
Research tax costs issues and works with the team or SEI to correct discrepancies and verify adjustments on client accounts.
Manage client investment objective letters proactively for Portfolio Advisors such that they are updated before expiring.
Prepare client presentations and ensures all portfolio materials are ready for clients' meetings.
Attend investment team committee and sub-committee meetings
Ensure that accounts have proper documentation and/or coding for existing or new clients (i.e., non-guidance holdings, concentration holdings, IPS forms, address changes, statement addresses, investment guidelines, fees, etc.).
Exemplify the business unit's and Company's commitment to achieving our vision and embodying the core values of CNB.
Camdennational · Portland