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)
What You'll Do
Are you an experienced leader who is an organized professional with a passion for payroll tax client operations? Do you thrive in an environment where your exceptional communication and analytical skills lift and lead those around you? If so, imagine working alongside passionate professionals who are committed to providing top-notch payroll and data solutions, ensuring accuracy, compliance, and seamless operations for our clients. With a strong growing environment, endless learning opportunities, and the chance to shape the future of payroll trust operations, this is where your expertise will truly shine as a Senior Manager of Payroll Trust Operations!
As a Senior Manager of Payroll Trust Operations, you will be responsible for leading the day-to-day Payroll Services Trust Operations functions (collecting customer funds, treasury, cash management, customer payments, and trust accounting) for BambooHR. Define and communicate the strategy and goals for the Trust Operations teams to streamline operations, improve productivity, and provide exceptional customer experiences. Use extensive knowledge and industry experience to lead and contribute to achieving BambooHR’s goals in creative and efficient ways, including:
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0 Trust Administration Assistant jobs found in Provo, UT area