Senior Relationship Administrator at Casco Bay… · Portland

Spinnaker Trust / Senior Relationship Administrator / Portland, ME

Spinnaker Trust is seeking a Senior Relationship Administrator, to be based in the Portland office. Spinnaker Trust offers financial planning, trustee services, investment management and administration of Employee Stock Ownership Plans. Spinnaker Trust has been named to the list of Best Places to work in Maine for the past 5 years.

Job Summary:

Administers assigned accounts to support account objectives and to ensure compliance with account objectives, governing instruments, applicable laws and regulations, and Spinnaker Trust’s policies and procedures. The position maintains direct contact with clients and related parties and works collaboratively with team members while independently evaluating administrative issues, identifying appropriate next steps, and escalating matters where appropriate.