Trust Associate (Florida)

The Trust Associate is responsible for performing the administrative and operational tasks necessary to ensure client satisfaction. Job Location: Tampa, FL C Review and rebalance account funds as directed. Includes reviewing trade and money movement directives and processing for execution. Open and close client accounts Process client instructions regarding money movement Take appropriate steps to avoid overdrafts on accounts Complete all transition-related paperwork promptly and accurately Process properly authorized invoice payment requests of clients Answer clients’ questions daily and work closely with Relationship Managers on escalated client inquiries and directives Process checks into CSS promptly and accurately Support the processing of recurring monthly pension and lump sum distributions promptly and accurately Perform quality control monitoring daily, ensuring that daily work is actioned and that transaction activity is accurately processed Support the preparation of administration reviews of clients Complete filing, research, and imaging promptly and accurately Perform other duties as assigned Prepare wire transfer, ACH and check disbursements Maintain procedures and checklists, including necessary enhancements, to streamline operational workflow processes and tighten quality control measures Knowledge and Skills: Ability to multi-task Careful attention to detail Excellent verbal and written communication skills Proficient with Microsoft Office software and Adobe Familiar with trust accounting technology and able to learn job required systems and programs Education/Experience: Bachelor’s degree with emphasis in Finance/Accounting or equivalent work experience 1-5 years administrative experience in trust or investment management #J-18808-Ljbffr Argent Financial Group