Temp Account Administrator-Individual Account Services

Choose your next journey with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, we believe there is NO "PERFECT" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Account Administrator - Individual Account Services responsible for opening new accounts, verifying and processing maintenance to existing accounts, supporting external and internal clients and resolving related account issues. This position requires a thorough knowledge of all types of account ownerships and classifications while adhering to applicable IRS rules and regulations.

• Review and process new account opening documentation and account maintenance requests for new and existing accounts in an accurate and timely manner
• Review and evaluate request forms and other paperwork for completeness
• Perform processes to ensure client accounts comply with the Customer Identification Program (CIP)
• Respond to internal and external email and phone inquiries and manage inquiries received through the CRM system
• Record important notes and supporting documentation within the client account portal
• Communicate issues that arise to internal teams and external clients, and follow-up for timely resolution
• Prepare and mail client correspondence
• Ensure that all processing consistently meets established service levels and adheres to policies and procedures
• Assist in reviewing and creating department policies and procedures
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Education: Bachelor's Degree
• Preferred Major(s): Business, Finance or related field
• 1-3 years of experience
• Be detail-oriented, organized and dependable
• Have the ability to type, enter data and perform other duties quickly and accurately
• Work independently and be proactive in seeking additional work as time allows
• Have the ability to both prioritize and manage multiple tasks to completion
• Be proactive and analytical, able to solve problems and propose resolutions
• Possess strong verbal and written communication skills
• Operate with a high sense of responsibility and conscientiousness in delivering results
• Be optimistic with a consistently positive and flexible attitude
• Have strong computer aptitude and proficiency with Microsoft Outlook, Excel and Word, particularly Word mail merge functionality
• IRA knowledge and experience with alternative investments and data archival systems a plus

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.