Trust Administration Assistant jobs in Somerset, NJ

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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Trust & Estate Legal Assistant
  • NORRIS MCLAUGHLIN, P.A.
  • Bridgewater, NJ OTHER
  • Job Details

    Level:    Experienced
    Job Location:    New Jersey Office of Norris McLaughlin PA - Bridgewater, NJ
    Position Type:    Full Time
    Salary Range:    Undisclosed
    Job Category:    Legal Admin

    Job Details

    Essential Functions:

    The Trust & Estate Legal Assistant will work in the Bridgewater NJ office supporting the Trust & Estate Practice Group. This position will involve tasks such as assisting attorneys in all aspects of the Trust and Estate practice. Primary responsibilities will be managing calendars and assisting in meeting deadlines and preparing and editing correspondence and documents. Proficiency in Microsoft Word necessary.

     

     

    Other Duties/Responsibilities:

    Drafting and revising correspondence and estate documents.

    Manage all incoming mail and calendar.

    Assist in meeting deadlines.

    Communicate with clients, attorneys and other office personnel.

    Opening new files, preparing conflicts checks and drafting engagement letters.

    Process monthly billing, time entry and general office responsibilities.

    Perform other administrative duties as assigned in support of attorneys.

     

     

    Required Skills/Abilities:

    Minimum 3-5 years of legal administrative assistant experience required.

    Proficient with MS Office Suite, including advanced use of MS Word.

    Proficiency in the use of document management systems (iManage preferred).

    Excellent written and verbal communication, organizational and computer skills.

    Attention to detail.

     

     

    Education and Experience:

    Minimum of 3-5 years as a legal assistant in a law firm required.

    Associate’s degree a plus.

     

     

    Physical Requirements:

    Ability to sit for prolonged periods.

    Ability to operate office equipment (keyboard, copy machine, etc.) for prolonged periods.

    Ability to move about to access file cabinets and office machinery.

    Ability to lift fifteen pounds or more.

     

     

    Essential Cognitive Functions:

    Ability to effectively communicate both verbally and in writing.

    Ability to read and interpret documents, reports, and other written materials.

    Ability to analyze a problem and suggest potential solutions.

    Ability to focus on a task despite frequent interruptions.

     

     

    Working Conditions:

    Employees will be working inside a temperature-controlled office building.

     

     

     

    The job description as described above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

     

    The Firm does not discriminate in employment opportunities or practices on the basis of race, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law, in accordance with applicable federal, state, and local laws governing nondiscrimination in employment.  This policy applies to all terms and conditions of employment including, but not limited to, hiring, placement, promotion, demotion, discipline, termination, lay-off, recall, transfers, leaves of absence, compensation, benefits, and training.

     

    At Norris McLaughlin, we cultivate a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture, ethnicity, race, sex, sexual orientation, gender identity or expression, national origin, age, religion, disability, and beliefs enable us to be a better team.


  • 1 Month Ago

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Assistant Manager, Championship Administration
  • United States Golf Association
  • Liberty, NJ FULL_TIME
  • The USGA is a mission-based golf organization whose purpose is to unify the golf community through handicapping and grassroots programs; to showcase the game’s best talent through the U.S. Open, U.S. ...
  • 1 Month Ago

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Assistant Manager, Championship Administration
  • United States Golf Association (USGA)
  • Bernards, NJ FULL_TIME
  • The USGA is a mission-based golf organization whose purpose is to unify the golf community through handicapping and grassroots programs; to showcase the game’s best talent through the U.S. Open, U.S. ...
  • 1 Month Ago

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Dental Assistant
  • US Veterans Health Administration
  • Lyons, NJ FULL_TIME
  • Duties The Dental Assistant provides cross coverage between East Orange, Lyons and Brick, NJ as needed, regardless of duty station assignment on record. Major Duties and Responsibilities Serves as den...
  • 24 Days Ago

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Security Assistant
  • US Veterans Health Administration
  • Lyons, NJ FULL_TIME
  • Duties Major duties and responsibilities include: Physical Security Support: monitors and responds to alarms; traces access patterns, programming, assigns or removes user permissions, and remotely ope...
  • Just Posted

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Therapy Assistant - Recreation
  • US Veterans Health Administration
  • Lyons, NJ FULL_TIME
  • Duties ***THIS IS NOT A VIRTUAL POSITION, YOU MUST LIVE WITHIN OR BE WILLING TO RELOCATE WITHIN A COMMUTABLE DISTANCE OF THE DUTY LOCATION*** Major duties and responsibilities include but are not limi...
  • 11 Days Ago

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0 Trust Administration Assistant jobs found in Somerset, NJ area

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Administrative Assistant
  • Associa
  • Franklin Park, NJ
  • Job Description Are you organized, detail oriented, and ready to play a key role in the success of a dynamic property ma...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Tandym Group
  • New York, NY
  • An investment services organization is eagerly searching for their next Administrative Assistant to support their team i...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Tandym Group
  • New York, NY
  • An investment services organization is eagerly searching for their next Administrative Assistant to support their team i...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • Abacus Group
  • New York, NY
  • Job Description Job Description Our client is a public accounting firm. They seek a temp to perm Administrative Assistan...
  • 3/27/2024 12:00:00 AM

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Administration Assistant
  • Abacus Group
  • New York, NY
  • Job Description Job Description Our client is a public relations firm. They seek a temp to perm Administrative Assistant...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • Cucina 8 1/2
  • New York, NY
  • Administrative Assistant Full Time (40 hours weekly) Location: Midtown Manhattan Salary: $45,000-$50,000 Who we are: We ...
  • 3/25/2024 12:00:00 AM

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Administration Assistant
  • MAC Specialty Foods
  • New York, NY
  • Job Description Job Description Job Title: Administrative Assistant Company: MAC Specialty Foods About Us: MAC Specialty...
  • 3/24/2024 12:00:00 AM

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Administrative - Administrative Assistant. Administrative Assistant.
  • Artech LLC
  • Madison, NJ
  • Job Description: Summary The Administrative Associate position provides administrative support to the GBDS DS & Heme Bio...
  • 3/24/2024 12:00:00 AM

Somerset is an unincorporated community and census-designated place (CDP) located within Franklin Township, in Somerset County, New Jersey, United States. As of the 2010 United States Census, the CDP's population was 22,083. Somerset housed one of the first Marconi Wireless Stations in the United States. According to the United States Census Bureau, the CDP had a total area of 6.444 square miles (16.692 km2), including 6.327 square miles (16.388 km2) of land and 0.117 square miles (0.304 km2) of water (1.82%)....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$51,837 to $66,076
Somerset, New Jersey area prices
were up 1.5% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020