Account Administrator
$25 - $26 per hourSignature 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
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