Description

Summary:

The Wealth & Investment Account Administrator on the Institutional Asset Management & Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and deadlines, timely deposit, withdrawal and transfer of funds, and periodic customer communications.  

Duties & Responsibilities:

• Responsible for the complete administration of assigned accounts 
• Assist the sales advisory team with the development of onboarding processes for new clients as well as strategic and actionable tactics to promote and ensure effective delivery of services
• Responsible for adherence to Personal Trust processes, procedures, polices to effectively mitigate risk 
• Works closely with support staff to ensure well-organized administration
• Must take initiative to address issues proactively
• Work with smaller group of clients with high touch needs and attentiveness required
• Establish relationships with key external partners, colleagues and appropriate bank segments
• Performs other duties as assigned

Basic Qualifications:

• Bachelor’s degree and 2+ years of experience in Financial Services, OR 
• High school diploma and 5+ years of experience in Financial Services 

Preferred Qualifications:

• A continuous improvement mindset with demonstrated problem solving and decision making skills as well as a desire for advancement and growth.  
• Understanding business lines and services, including Pooled Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts
• Strong experience in compliance and risk management
• Ability to thrive in a collaborative, team-oriented environment
• Excellent communication, analytical, and operational skills
•  Capable of self-managing multiple tasks, projects and assignments in a changing environment with competing priorities 

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.