Administrative Assistant Trust Services

7 days ago


Milwaukee, United States Robert Half Full time
Job DescriptionJob Description

We are offering a long-term contract employment opportunity for an Administrative Assistant - Trust Services in the Financial Services industry, based in Milwaukee, Wisconsin. As an Administrative Assistant in Trust Services, you will be involved in a variety of tasks including data management, document handling, and customer service.


Responsibilities:

• Organizing and compiling statements through scanning and uploading

• Proactively retrieving data from different systems such as Innotrust, EY, and CFO

• Ensuring proper archiving of necessary information

• Delivering excellent customer service, resolving inquiries and maintaining customer accounts

• Handling high volumes of data entry and email correspondence

• Effectively utilizing Microsoft Excel, Microsoft Outlook, and Microsoft Word for various administrative tasks

• Assisting with inbound and outbound calls as needed

• Ensuring all documents are uploaded correctly and promptly

• Applying your administrative experience in assisting with various tasks.

• Minimum of 3 years experience in a similar role within the financial services industry

• Demonstrated proficiency in Customer Service

• Experience in Data Entry tasks

• Ability to manage Email Correspondence effectively

• Experience with Inbound and Outbound Calls

• Proficiency in Microsoft Excel, Microsoft Outlook, and Microsoft Word

• Experience in Archiving, Data Archiving, and Email Archiving

• Prior Administrative Assistance experience is a must

• Proven Administrative experience in a related role

• Experience in Document Scanning

• Proficient in Data uploads and Uploading Documents



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