• Provide administrative support to portfolio manager and financial advisors, as needed• Build relationships with clients and maintain open lines of proactive communication • Actively participate to create and improve procedures to help better the client experience, while maintaining necessary compliance regulations • Actively participate and contribute to the operations team

•Manage the executive’s office and provide administrative support•Act as liaison with executive’s direct reports and other senior leaders

• Provide support for senior level executive • Project Management• Research/data gathering• Bookkeeping• Payroll

•Assist Wealth Advisors with account administration, project management, sales activities and relationship management, balancing multiple priorities•Interact frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across business and/or product lines•Work with Centers, Stores and other resources to research and resolve operational issues across multiple lines of business•Prepares preliminary client correspondence and customeized professional client presentation materials to support sales/marketing efforts

As a Client Service Administrator I am responsible to a team with an integrated and intentional approach to wealth management.These aspects include meeting preparation, operations and execution, as well as:• Serve as first point contact for all operational/administrative client requests• Facilitate and oversee the establishment and transfer of new client accounts using proprietary and third party technology solutions• Handle all cash management functions including wire and ACH transfers• Liaise with our Portfolio Manager on all client operational matters• Assist in the development and documentation of operational processes• Foster relationships with professional alliances and vendors• Communicate with CPA’s, Attorney’s, etc. on behalf of clients and advisors• Execute monthly account reconciliation and billing

•Provide comprehensive professional support to multiple Financial Advisors•Assist in the delivery of services to clients including reporting, preparation and posting of journal entries, account reconciliation including investigation, analysis and correction•Preparation and involvement of monthly, quarterly and year-end reporting and implementation of review and enhancement•Resolves discrepancies; communicating with a variety of administrative and professional outside organization•High data entry including creating spreadsheets for various projects, updating client information, mailing for monthly newsletters, client birthdays as well as general mailings•Provide assistance in marketing and advertising as well as maintain company website

• Ensure that all Siuslaw banking policies and procedures are followed, balancing operational controls and customer service in order to minimize risk to the bank• Maintain branch office records in accordance with Private Bank procedures and industry regulations• Address all client requests/inquiries, liaising with all the other bank service providers and interface with back office operations to ensure smooth processing and timely resolution• Work with CPA’s and law firms to provide exceptional value-added client relations• Working with selling bank products and expanding client relationships. Identify and develop cross-selling opportunities by assessing needs through service focused client contact• Preparation and maintenance control of Know Your Client (KYC) and account opening documentation• Approve and process client requests of deposits, transfer, wires, loan advances, etc. • Track firm-element training activities; follow up with employees as needed to assure timely completion of assigned training• Assist with employee on-boarding/off boarding activities including new registration, on boarding of contractor resources, setting up system access, and terminating system access

• Open and process new Demand accounts including COD, Money Market accounts, and Safe Deposit accounts, complex retail products such as consumer loans, VISA merchant accounts, and small business loans• Consulted with and advised customers on their specific needs for the Bank products and services• Quote rates and service charges and explains product benefits, features, and other relevant information about each account• Review daily reports for accuracy, accumulate monthly information for reporting to manager• Responds to customer and internal inquiries and conducts research to resolve product and service issues• Input daily transactions and account maintenance updates