Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
We’re seeking a positive, personable candidate for a rewarding career opportunity! The Trust Coordinator will interact with assigned clients by addressing inquiries, resolving complaints, assisting distributions, updating client files and providing an elevated level of customer support and ensuring an excellent client experience.
The Center for Special Needs Trust Administration, INC is a 501(C)(3) Non-Profit based in St. Petersburg, FL. We are a great team of people that assist the elderly and disabled with their needs. As a team, we rest easy knowing we made a difference in someone's life. We are a family environment that is flexible and supportive which allows a good work/life balance. We offer low-cost medical, dental, vision, 401K with match, and many more. If this posting sounds like a job you’ll love, we highly encourage you to apply.