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)
JOB DESCRIPTION:
The ideal candidate is organized with strong attention to detail and excellent writing and
communication skills. Given the high volume of client and court contact, this candidate must be
able to communicate empathetically as well as efficiently. The team structure of the firm requires
an ability to work effectively and with a variety of professionals, including attorneys, financial
advisors and court departments.
Responsibilities include all areas of estate planning and trust administration including
but not limited to drafting correspondence, trusts, wills, powers of attorney, asset transfer
documents, and trust administration; communicating with clients,
beneficiaries and heirs; filing and serving trust administration documents;
interacting with the courts and administrative departments; and organizing and maintaining
client files.
JOB REQUIREMENTS:
Bachelor’s Degree
Paralegal Certificate from ABA approved Paralegal Program
Proficiency in Microsoft Office Suite, including Word, and Excel
Experience in field preferred but not required
JOB TYPE: Full-time (Monday-Friday), On Site
BENEFITS:
Heath insurance
Dental insurance
Paid Vacation
Paid Sick Leave
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0 Trust Administration Assistant jobs found in Sacramento, CA area