TRUST ASSISTANT
Growing Trust Administration firm seeks to fill full-time in-person Trust Assistant position immediately. Become a member of a friendly, professional team with plenty of support, interaction and growth opportunity. In addition to financial skills, the successful candidate will have excellent speaking and writing skills, be detail oriented, have strong time management skills and the ability to work independently. Further qualifications are detailed below. Bright and cheery office in the Carmel area. Excellent benefits plus educational opportunities. Competitive wages based on experience. Familiarity with trust or estate administration a plus; but not required.
Full Job Description
Responsibilities:
· Working with a relationship manager, perform administrative duties related to trusts and estates administration
· Assist in maintaining contact with clients and professional advisors
· Ensure proper administrative management for accounts under responsibility, with supervision.
· Resolve problems with assigned accounts as well as working with the team in general trust and estate administration.
· Maintain strict client confidentiality.
Core Competencies (Required):
· Accurate, error free communication - both written and verbal.
· Proficiency in Microsoft Office Suite.
· Strong communication skills and customer service.
· Team player with a positive attitude.
· Effective at planning, organizing and execution of assigned duties.
· Absolute professionalism in office demeanor and attire.
Job Type: Full-time
Pay: $25.00 - $35.00 per hour DOE
Expected hours: 40 per week
Benefits:
- IRA
- IRA Contribution matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
Ability to Commute:
- Carmel-by-the-Sea, CA 93923 (Required)
Work Location: In person
Job Type: Full-time
Pay: $25.00 - $35.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
