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)
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SALARY: $20.76 Hourly
Graduation from high school or equivalent, and two years of general office/clerical and/or customer service experience, or any equivalent combination of related training and experience. College course work will substitute for experience on a year for year basis. Applicants within six months of meeting the minimum education/experience requirement may be considered for trainee status. Must possess a valid notary public commission or be willing to obtain within 30 days of employment in this position. Successful completion of all applicable background checks pre-hire and ongoing are required.
Position Summary:
This is responsible administrative support work involving the performance of a wide variety of legal and secretarial duties in the Code Administration Office.
An employee assigned to this classification is responsible for assisting the Code Administration Office in scheduling and preparing documents, correspondence and agendas for Special Magistrate hearings.
Work is performed under the direction of a higher-level supervisor and is reviewed through conferences, reports and observation of results obtained.
Examples of Duties:ESSENTIAL JOB FUNCTIONS
This is an emergency essential classification. Upon declaration of a disaster and/or emergency, all employees in this classification are required to work.Exudes a positive customer service focus.Advocates building organizational culture through aligning decisions with core values including: integrity, honesty, respect, diversity, innovation, accountability and communication. Communicates with County attorneys, other County employees, outside agencies, and the public in general through electronic, in person and telephonic means regarding code cases and other matters.Files office correspondence and records, utilizing established filing system; coordinates the proper distribution and disposition of notices, memoranda, directives, and related material.Reviews and schedules Code Cases for Special Magistrate Hearings, prepares orders, documents, and agendas and maintains detailed files of the cases.Serves as Clerk for the Special Magistrate hearings.
Maintains lien files and receives and processes payments for fines and liens.
Researches Florida Statutes, case law and county codes.
Coordinates with other County departments when appropriate to accomplish assigned tasks.Performs the duties listed, as well as those assigned, with professionalism and a sense of urgency.NOTE: These examples are intended only as illustrations of the various kinds of work performed in positions allocated to this class. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.KNOWLEDGE, SKILLS AND ABILITIES Considerable knowledge of general office procedures.Considerable knowledge of vocabulary, grammar, spelling, and punctuation.Knowledge of business and legal terminology and the process for conducting a hearing.Strong organizational skills.Skill in the use of microcomputers, word processing and database programs and other software applications necessary for successful job performance.Skill in dealing with the general public and County staff/employees.Ability to learn, understand, and follow County and departmental policies and procedures.Ability to maintain confidentiality and sensitive information.Ability to understand and carry out moderately complex oral and written instructions.Ability to make routine decisions in accordance with procedures, laws, and regulations and to apply these to work situations.Ability to communicate effectively both orally and in writing. Ability to provide excellent customer service.Ability to establish and maintain effective working relationships with outside agencies and the public as well as supervisors and co-workers.Ability to become a Notary Public.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to use hands, talk, and hear. The employee frequently is required to sit. The employee is occasionally required to be mobile.The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and peripheral vision.WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate.
Job Type: Full-time
Pay: From $20.76 per hour
Expected hours: 40 per week
Benefits:
Work Location: In person
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