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Account Administrator

$25 - $26 per hour

Signature Staffing

Job Description

Job Description

We are seeking a professional, detail-oriented Account Administrator to support our Trust Administration and Wealth Management team. This is an excellent opportunity for someone with administrative experience in a financial, accounting, legal, banking, or wealth management environment who enjoys providing exceptional client service.

Account Administrator (Part-Time) 30 hours a week
Monday–Thursday | 9:00 AM – 4:30 PM

$25-$26/HR.

Responsibilities:

  • Provide administrative support to Relationship Managers
  • Prepare and process client correspondence, account documentation, and reports
  • Maintain confidential electronic and paper client files
  • Coordinate client meetings and prepare meeting materials
  • Schedule appointments using Microsoft Teams or Zoom
  • Process incoming and outgoing mail, including certified and overnight deliveries
  • Assist with tax document tracking, account distributions, and administrative workflows
  • Collaborate with operations, compliance, investment, and trust administration teams
  • Deliver outstanding customer service while maintaining confidentiality and professionalism

Qualifications:

  • Minimum 2 years of administrative experience in a financial, accounting, or legal office
  • Excellent organizational and multitasking skills
  • Strong attention to detail and accuracy
  • Outstanding written and verbal communication skills
  • Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Teams)
  • Experience with trust accounting or wealth management software is a plus
  • Professional, dependable, and able to handle confidential information with discretion
Vacancy posted 11 days ago
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