Job Snapshot
Location:
901 South Bond Street
Suite 400
Baltimore, MD 21231
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Industry:
Accounting - Finance
Job Type:
Admin - Clerical
Finance
Management
Experience:
At least 3 year(s)
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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