Trust and Estates Coordinator

3 weeks ago


Chicago, Illinois, United States Veterans Sourcing Group Full time
Job Overview

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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