Experienced Client Services Officer – Trust Administration Support

At arenaflex, we're dedicated to providing exceptional client service and support in the administration of fiduciary accounts. As a valued member of our team, you'll play a crucial role in enabling our Trust Officers to effectively manage these accounts while maintaining an optimal level of client satisfaction. If you're passionate about delivering outstanding customer service, working in a dynamic team environment, and growing your career in a rapidly evolving industry, we encourage you to apply for this exciting opportunity.

• *About arenaflex**

arenaflex is a leading provider of trust administration services, committed to delivering exceptional client experiences and building long-lasting relationships. Our team of dedicated professionals is passionate about helping individuals, families, and institutions achieve their financial goals through expert guidance and support. As a trusted partner in the financial services industry, we're dedicated to staying at the forefront of innovation, ensuring our clients receive the highest level of service and expertise.

• *Job Summary**

As an Experienced Client Services Officer, you'll provide critical support to our Trust Officers in the administration of fiduciary accounts. Your primary responsibilities will include:

• Performing day-to-day functions on assigned accounts accurately and by necessary deadlines, including opening and closing accounts, processing wire requests, and handling IRA Required Minimum Distributions.
• Monitoring accounts on a daily basis for overdrafts and uninvested cash, and keeping Trust Officers informed.
• Analyzing and researching account problems, and recommending solutions as appropriate.
• Establishing and maintaining an orderly record-keeping system, ensuring the maintenance of confidential accounts files and special reports.
• Ordering supplies for the team as needed.
• Resolving client requests and referring complex inquiries to Trust Officers.
• Reading and understanding Trust Agreements and related documents for administrative purposes.
• Building and maintaining effective working relationships with other team members to ensure high-quality and timely administration of assigned fiduciary accounts.
• Monitoring corporate action, processing proxies, and due diligence reports for sub-advisors.
• Maintaining compliance with all internal policies and procedures as well as regulatory requirements.
• Providing backup to other Client Service Officers when needed.
• Creating and maintaining professional rapport and mutually agreeable working relationships with clients to sustain the account relationship.
• Handling special projects as needed by the team.

• *Key Responsibilities**

• Perform day-to-day functions on assigned accounts accurately and by necessary deadlines.
• Monitor accounts on a daily basis for overdrafts and uninvested cash, and keep Trust Officers informed.
• Analyze and research account problems, and recommend solutions as appropriate.
• Establish and maintain an orderly record-keeping system, ensuring the maintenance of confidential accounts files and special reports.
• Order supplies for the team as needed.
• Resolve client requests and refer complex inquiries to Trust Officers.
• Read and understand Trust Agreements and related documents for administrative purposes.
• Build and maintain effective working relationships with other team members to ensure high-quality and timely administration of assigned fiduciary accounts.
• Monitor corporate action, process proxies, and due diligence reports for sub-advisors.
• Maintain compliance with all internal policies and procedures as well as regulatory requirements.
• Provide backup to other Client Service Officers when needed.
• Create and maintain professional rapport and mutually agreeable working relationships with clients to sustain the account relationship.
• Handle special projects as needed by the team.

• *Essential Qualifications**

• 3-5 years of related experience and/or training.
• Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of experience and/or training.
• Proficiency in dealing with difficult clients and providing superior customer service.
• Discretion of confidential personal, estate planning, and financial information of clients is mandatory.
• Solid computer skills required (Word, Excel, PowerPoint, Outlook).
• Excellent written and verbal skills and ability to draft original correspondence.
• Excellent organizational and analytical skills are highly desirable.
• Strong numbers orientation and attention to detail.
• Polished and able to work on and manage multiple tasks and projects with varied and changing priorities.
• Able to work well on a diverse team, and flexible with the pressure of high volume and multiple deadlines.
• Follow established procedures, as well as solve problems creatively.
• High energy and enthusiasm are desirable traits.

• *Work Environment and Culture**

As a valued member of our team, you'll enjoy a dynamic and supportive work environment that fosters growth, innovation, and collaboration. Our office is located in Novato, CA, with a hybrid schedule that allows for flexibility and work-life balance. We're committed to providing ongoing training and development opportunities to help you achieve your career goals and stay up-to-date with industry trends.

• *Compensation and Benefits**

arenaflex offers a competitive compensation package, including a salary range of $60,000 - $80,000 per year, depending on experience. We also provide a comprehensive benefits program, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

• *How to Apply**

If you're a motivated and customer-focused professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We can't wait to hear from you!

• *Equal Employment Opportunity**

arenaflex is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.