Trust Administrative Assistant/ Trust Associate

Job Description

Job Description

Trust Administrative Assistant / Trust Associate

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Pay: $20-24

Temp-to-hire

Santa Fe, New Mexico

Monday-Friday

 

Employment Type: Full-Time

We are partnering with a respected organization seeking a Trust Administrative Assistant / Trust Associate to provide high-level administrative and account support to Trust Officers. This is a great opportunity for someone who is highly organized, detail-oriented, comfortable working with financial information, and skilled at managing multiple priorities and deadlines.

The ideal candidate will be able to work independently while collaborating closely with Trust Officers and other departments to ensure trust accounts are accurately maintained and administered.

Responsibilities

• Provide high-level administrative support to assigned Trust Officers
• Open and close assigned trust accounts within the trust accounting system
• Serve as a liaison between Trust Officers and various operational departments
• Maintain a detailed tickler and follow-up system for assigned trust accounts
• Process payments and account distributions
• Coordinate real estate tax payments and estimated tax payments
• Communicate with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals regarding assigned accounts
• Monitor account activity for compliance with established policies, procedures, rules, and regulations
• Maintain accurate account files, documentation, and records
• Provide backup coverage for front desk administrative responsibilities as needed
• Assist with additional administrative and trust-related duties as assigned

Qualifications & Skills

• Strong organizational and time-management skills
• Excellent attention to detail and follow-through
• Strong written and verbal communication skills
• Ability to prioritize multiple responsibilities and meet deadlines
• Comfortable making independent decisions using sound judgment
• Strong analytical and problem-solving skills
• Dependable, motivated, and proactive
• Strong interpersonal skills and a professional approach to client communication
• Ability to work effectively both independently and as part of a team
• Ability to perform accurately in a deadline-driven environment

Pay Details: $20.00 to $24.00 per hour

Search managed by: Gabrielle Hernandez

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.

\nCompany Description

Global Management Consulting firm.

Company Description

Global Management Consulting firm.