Primary responsibility is to manage, direct workflow and provide comprehensive support to the Wealth Administrative team across one or multiple markets. The Wealth Administrative Supervisor will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business development, client referral and retention efforts.

Key Responsibilities

• Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff.
• Evaluates and implements new technology which supports the delivery of Wealth products and services.
• Core business understanding of Investment and/or Fiduciary business.
• Thorough knowledge of core operating Wealth and Bank platforms.
• Understanding and ability to articulate full scope of JFG products and services.
• Works closely with clients, relationship managers, and business partners (Wealth, Commercial/Consumer Banking, Financial Advisory, Insurance) to ensure efficient delivery of operational support functions.
• Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to develop team and work independently.
• May manage trade executions and verifications at the direction of the Wealth Advisors.
• Responsible for team accurately opening and closing of accounts; including tracking of incoming/outgoing transfer of assets and cash.
• Fiduciary responsibilities include but are not limited to: Estate valuations, insurance claim processing, Will File, Vault and procedures, probate and other post death processes, and insurance trust monitoring.
• Investment responsibilities; include initiating and tracking the status of deposits, as well as cash and asset transfers to accounts.
• Responsible for review, disbursement, and updating of required reports (outlier reports, account synoptic, direct to hold letters, investment policy statement updates, etc.).
• Process various client requests including but not limited to, wire transactions, funds transfers, and requests for distributions.
• Manage the accurate and timely preparation of correspondence, reminders/ticklers, performance reports, documents, ad hoc reports, proposals and other administrative functions.
• Integrates technological advances into operations to enhance productivity and provide advanced functionality.
• Ensure client files are maintained to meet industry standards and compliance requirements.

Management

• Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions.
• Act as a 'Coach' for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance.
• Provide development opportunities for staff aligning with their career goals and develops 'bench strength' for key positions.
• Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group.
• Create and sustain an environment which supports teamwork and mutual respect.
• Communicates to team; corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings.
• Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities.
• Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures.

• Models exemplary behaviors and actions for associates

Job Requirements - Education, Knowledge, and Skills

• Bachelor's degree in business, accounting/finance, information systems or relevant area preferred; with minimum 5 years experience managing in the financial services industry and/or Wealth services. Work experience may be considered in lieu of education.
• Excellent oral and written communication skills; proven organizational, analytical and follow up skills.
• Proficient with MS Office Suite of products, wealth accounting systems and bank operating systems.
• Investment custody and/or Wealth accounting system knowledge highly desired.
• Experienced Wealth Supervisors will have working knowledge of specific software (i.e., Financial Planning software, Trading Calculators, etc.).