Trust and Estates Coordinator
3 weeks ago
A leading global financial services company seeks a skilled Trust and Estates Assistant to support their team in Chicago, IL.
As a key member of the Trust and Estates department, you will be responsible for providing exceptional client service and administrative support to ensure seamless operations.
Key Responsibilities:
- Act as liaison between Trust and Estates and Operations Teams to obtain and redirect client instructions as appropriate.
- Anticipate challenges and implement solutions to manage internal business partner expectations for a positive client experience.
- Research client documentation to review documents and identify potential issues.
- Verify work processed by team members to resolve data discrepancies.
- Serve as escalation point for issues, working with business partners to resolve inquiries, investigate problems, and develop satisfactory responses to client concerns.
- Perform various clerical duties, including filing and scanning documents.
- Conduct research utilizing microfiche machines to retrieve relevant information.
Requirements:
- Previous clerical experience or Bachelor's degree
- Filing and organizational skills
- Proficiency in Excel
- Strong analytical and problem-solving abilities
- Attention to detail and dependability
Estimated Salary: $45,000 - $60,000 per year, based on industry standards and location. The salary range reflects the company's commitment to attracting top talent and offering competitive compensation.
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