Trust Account Specialist

Role SummaryThis role is responsible for managing client relationships and providing exceptional service and support to ensure client satisfaction. The ideal candidate will possess excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.Responsibilities include:Managing large amounts of incoming...

Key ResponsibilitiesReview documents submitted by clients for processingFollow established work processes to complete jobs accurately and efficientlyAudit and review work quality to ensure high standardsCollaborate with other teams to achieve business goals

About the RoleSpecialized Trust Company is seeking a skilled Customer Service Representative to join our team. As an Alternative Investment Specialist, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.

Are you passionate about delivering exceptional customer experiences? Do you have a strong understanding of the financial services industry?We are seeking a skilled Customer Support Specialist to join our team at Specialized Trust Company. As a key member of our customer support team, you will be responsible for responding to customer inquiries and resolving...

Job DescriptionWe are seeking an experienced and skilled professional to fill the role of Client Service Specialist at Specialized Trust Company. In this position, you will be responsible for handling client inquiries and issues related to their accounts and investments. You will also assist clients in selecting and executing investment strategies tailored...

About Specialized Trust Company">We are a boutique financial services firm specializing in self-directed retirement, education, health savings, and 401(k) accounts.We offer a unique 'pick your own fee approach' and custom designed systems for our clients.">Job Requirements">2 years of experience in document review and processing requiredHigh school diploma...

About the RoleThis is an exciting opportunity for a financial services professional to join our boutique firm. As an alternative asset specialist, you will work closely with clients to understand their needs and provide guidance on investing in alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX, and more.The ideal...

Job OverviewAs a Customer Service Advocate, you will play a vital role in ensuring exceptional customer experiences at Specialized Trust Company. This exciting opportunity allows you to leverage your excellent communication and problem-solving skills to deliver personalized support to our clients.We are seeking a highly motivated and customer-focused...

Job DescriptionWe are looking for a dedicated and detail-oriented individual to join our team as an alternative asset specialist. In this role, you will work closely with clients to understand their investment goals and provide guidance on investing in alternative assets.The successful candidate will have a proven track record of over-achieving quota, be...

Career OpportunitiesAs an Account Growth Specialist, you will focus on selling new business and driving revenue growth. With a guaranteed base salary and monthly commission earnings, you can achieve a six-figure income. Our robust compensation package includes a range of benefits and incentives to support your success.

About the JobThe Account Management Specialist role at Polar Marketing requires a proactive and detail-oriented individual to manage and maintain existing customer relationships while also identifying new business opportunities.Key responsibilities include engaging with potential new account leads, providing exceptional customer support, and attending...

About the RoleIn this exciting opportunity as a Service Representative Expert, you will have the chance to leverage your excellent communication and problem-solving skills to deliver exceptional customer experiences at Specialized Trust Company. Our ideal candidate will possess a proven track record of providing top-notch customer support and driving...

About Us: The Garcia Automotive Group is a locally owned and operated dealership group dedicated to serving the community. We pride ourselves on employing knowledgeable staff who excel in delivering high-quality customer experiences. As a member of our team, you will have the opportunity to work with desirable brands and contribute to our mission of...

Job Overview:Jobot is seeking a highly motivated Accounts Receivable Specialist to join our team. As a key member of our finance department, you will be responsible for managing all facets of accounts receivable, including billing, collections, customer service, and reporting.About the Position:The ideal candidate will have a minimum of 5 years experience in...

Job SummaryWe are seeking a skilled Accounts Receivable Specialist to join our team at Keenbee Talent Solutions. The ideal candidate will have strong analytical and communication skills, with the ability to work effectively in a fast-paced environment.About the JobThe Accounts Receivable Specialist is responsible for ensuring timely payment from customers....

We are seeking a seasoned Accounting Finance Specialist to join our robust Finance team at Jobot. This role is an exceptional opportunity for a professional with expertise in finance and accounting to contribute to the growth and success of our organization.Job OverviewManage all activities in the accounts payable function, ensuring accuracy and strong...

Job OverviewLHH Recruitment Solutions is seeking a skilled Accounting Specialist to join our client's finance team. The ideal candidate will possess strong accounting principles and regulations knowledge, with the ability to handle financial duties such as accounts payable, accounts receivable, general ledger upkeep, and financial reporting.

**Job Summary:**We are seeking a highly motivated professional to join our team as an Accounting Collections Specialist. As a key member of our financial operations, you will be responsible for managing all aspects of accounts receivable, including invoicing, collections, and customer service.This is an exciting opportunity to work in a dynamic environment...

Job OverviewWe are currently seeking a highly motivated and experienced Financial Operations Specialist to join our team. This exciting role is integral to our finance department, with a direct impact on the company's financial health and success.As a Financial Operations Specialist, you will be responsible for managing all facets of accounts receivable,...

Accounting Role in a Dynamic Real Estate CompanyWe are seeking an exceptional accounting professional to join our team as a Lead Commercial Accounting Specialist. This is a full-time, salaried position with a competitive salary range of $85K-$90K plus benefits.About the PositionThis role is responsible for key aspects of the accounting function, including...