Administrative Assistant
19 hours ago
We are working with a financial services company in Clearwater that needs to add strong administrative professionals to their team in a trust administrator role. This role will require you to work with clients to handle financial transactions, maintain records, enter wires/ACHs, and ensure compliance with trust agreements.
This is a full-time, temp-to-hire role. The right person for this role would be someone from a trust department, financial institution, or investment firm.
Duties:
- Handle reoccurring transactions, process payments to beneficiaries, and send wires/ACH.
- Work with clients on gathering any information that is missing or wrong to maintain accurate records
- Work with the internal team to follow the appropriate processes to verify and move along the financial transactions
- Manage the compliance of trust documents
- Previous experience in a financial institution in an administrative and client-facing position is preferred
- Excellent general computer skills
- Strong typing/data entry abilities
- Good general math skills
- Enjoys working with people and using computer systems
- Must be able to communicate effectively both in writing and verbally
- Very detail-oriented and organized
Compensation / Pay Rate (Up to): $22.00 - $24.00
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