Fiduciary Services Assistant

3 weeks ago


Providence, Rhode Island, United States TalentBridge Full time
Job Summary: TalentBridge is seeking an experienced Fiduciary Services Assistant to join our Private Bank Fiduciary Tax Services team in Providence, RI. This exciting opportunity allows you to develop your skills in fiduciary tax reporting while supporting Tax Officers and Specialized Fiduciary Administrators. You will coordinate service fulfillment in a tax reporting environment, ensuring accuracy, compliance, and exceptional client service.

About the Role:
This role offers the opportunity to engage in fiduciary tax reporting, identifying and processing account numbers and names related to notices, refunds, return mail, and correspondences. You will also manage administrative tasks such as processing check requests and refund deposits, uploading documents to data management systems, writing routine letters and emails to support client accounts, and preparing reports, conducting research, and participating in projects as assigned. The estimated salary for this role is $55,000 - $65,000 per year, depending on experience.

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