Client Operations Administrator

Requirements

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Exhibits high attention to detail and organizational skills while managing multiple requests and tasks.
• Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
• Empathy - Has good communication skills and understands how the role fits into company goals.
• Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency.
• Engagement - Has a passion for getting to know the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment - Works well as part of a team and participates in Morton events.

Daily responsibilities include:

• Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
• Management of client accounts and households through internal reporting system.
• Send documents to clients and follow up as needed.
• Ensure compliance policies are being completed, including the sourcing of supporting documents.

Our Offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization