Fiduciary Tax Support Associate

20 hours ago


Providence, Rhode Island, United States TalentBridge Full time
Job Title: Administrative Assistant

TalentBridge is seeking an experienced Administrative Assistant to join our Private Bank Fiduciary Tax Services team. As an Administrative Assistant, you will play a key role in coordinating service fulfillment in a tax reporting environment.

Your responsibilities will include:

  • Identifying and processing account numbers and names related to notices, refunds, return mail, and correspondences.
  • Managing administrative tasks such as processing check requests and refund deposits, uploading documents to data management systems, and writing routine letters and emails to support client accounts.
Qualifications

To be successful in this role, you will need:

  • A college degree, business school certification, or equivalent experience.
  • Prior administrative or tax-related experience is beneficial but not required.
  • Strong organizational skills, technical proficiency in Microsoft Excel and other data management systems, excellent customer service skills, and attention to detail in managing and processing sensitive financial information.
Compensation

The salary range for this role is $48,000 - $58,000 per year, depending on experience.



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