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Account Administrator

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Job Snapshot
Location:
901 South Bond Street
Suite 400
Baltimore, MD 21231 (map it!Map it! )
Employee Type:
Full-Time
Industry:
Accounting - Finance
Manages Others:
No
Job Type:
Admin - Clerical
Finance
Management
Education:
4 Year Degree
Experience:
At least 3 year(s)
Post Date:
11/6/2009
Description Brown Investment Advisory, a rapidly growing investment management and trust company, is currently seeking an Account Administrator to manage the fiduciary and administrative tasks for assigned client relationships within our Fells Point office in Baltimore.

Interested applicants must conduct themselves in a highly professional manner.  Knowledge of Trust Accounting and Portfolio Management systems, especially Metavante and Advent software, a plus.

 

The duties of this position include but are not limited to:

 

  • Management of fudicary accounts and related issues
  • Direct client contact
  • Assist in identification of client needs and proactive resolution of client inquiries
  • Attend client meetings
  • Other administrative duties as assigned
Requirements

To qualify candidates must possess the following skills:

 

  • Minimum of 3 years prior experience as a client contact professional or trust officer is required
  • Bachelor’s degree with legal and/or tax training preferred
  • Direct experience with trust and fiduciary administration
  • Significant experience with serving high net worth clients
  • Experience with investments and tax concepts
  • Superior written and oral communication skills
  • Highly organized and detail oriented
  • Ability to handle multiple projects in a fast paced environment
  • Ability to provide excellent customer service
  • Proficient in MS Outlook, Word and Excel

 

A competitive package of compensation and benefits is offered. Benefits include:

 

Health & Dental Insurance

401(k)

Medical Savings Plan

Life/AD&D Insurance

Flexible Spending Account

Short & Long Term Disability Insurance

Tuition Reimbursement

Paid Leave & Holidays

 

Please forward resume and cover letter to resume@brownadvisory.com or mail to:

 

Brown Advisory

Attn:  Human Resources

901 South Bond Street

Suite 400

Baltimore, MD 21231

 

For more information, please visit our web site at www.brownadvisory.com.

 

We are an Equal Opportunity Employer

 

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