Administrative Specialist

22 hours ago


Providence, Rhode Island, United States TalentBridge Full time
Job Description

TalentBridge is seeking an Administrative Assistant to join our Private Bank Fiduciary Tax Services team. As an Administrative Assistant, you will contribute to the seamless operation of our established and successful tax office.

  • Identify and process account numbers and names related to notices, refunds, return mail, and correspondences.
  • Manage 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.
Requirements

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.
  • Organizational skills, technical proficiency in Microsoft Excel and other data management systems, strong customer service skills, and attention to detail in managing and processing sensitive financial information.
Benefits

In this role, you will have the opportunity to develop expertise in fiduciary tax services, work in a collaborative and supportive environment with professional growth potential, and receive a competitive salary of $50,000 - $60,000 per year, depending on experience.



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