Financial Support Specialist

Job Description

Job Description

Financial Support Specialist

Location: Onsite in Phoenix, AZ 85028 Compensation: $20.00 - $23.00 per hour Position Type: Temp to Hire

Launch Your Career in Trust & Financial Services

A well-established financial services organization is seeking a Financial Support Specialist to join its Phoenix team. This position offers the opportunity to work closely with Trust Officers while supporting the day-to-day administration of client trust accounts.

The ideal candidate is highly organized, detail-oriented, comfortable working with financial transactions, and committed to delivering exceptional service. If you enjoy problem-solving, working with numbers, and managing multiple priorities in a professional office environment, this could be an excellent fit.

What You'll Do

• Partner with Trust Officers to support the management of assigned trust relationships
• Establish and close trust accounts using the trust accounting platform
• Handle account-related disbursements, distributions, real estate tax payments, and estimated tax payments
• Monitor account activity to ensure adherence to company policies, procedures, and regulatory requirements
• Maintain organized and accurate account records, files, and documentation
• Track important deadlines, follow-up items, and account activities to ensure timely completion
• Coordinate with internal operations teams to facilitate smooth account administration
• Serve as a professional resource for clients, beneficiaries, attorneys, CPAs, investment managers, and other financial professionals
• Respond to account inquiries and provide outstanding client support
• Assist with reception responsibilities and front desk coverage when needed
• Support additional administrative and operational functions as directed

Desired Background

Candidates with experience in any of the following areas are encouraged to apply:

• Financial services
• Banking
• Trust administration
• Accounting
• Administrative support
• Client services
• Customer support

Skills & Qualifications Preferred

• Strong mathematical and analytical abilities
• Exceptional attention to detail and accuracy
• Excellent written and verbal communication skills
• The ability to manage competing priorities and deadlines
• Strong organizational and follow-up skills
• Sound judgment and effective decision-making capabilities
• Proficiency with Microsoft Office and standard business software
• A proactive approach and the ability to work independently or as part of a team
• The ability to perform effectively in a fast-paced, deadline-driven environment

The Right Candidate Will Be

• Customer-focused and service-oriented
• Dependable, professional, and highly motivated
• Organized with excellent follow-through
• Analytical and solution-driven
• Able to maintain discretion and confidentiality
• Comfortable handling financial information and account-related transactions

Why Apply?

This is a great opportunity for someone looking to build a career in trust administration and financial services while gaining exposure to client account management, financial transactions, and relationship support in a professional office setting.

Apply today to learn more about this exciting Albuquerque opportunity!

Pay Details: $20.00 to $23.00 per hour

Search managed by: Erin Fuqua

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.