Administrative Associate - San Diego
1 month ago
Job summary
The Administrative Associate will direct trust operations department daily account transactions wire cash transfers ACH disbursements bill paying fund redemptions purchases opening closing accounts monitor transactions for completion accuracy coordinate investment transactions with Investment Department including but not limited to monitoring cash balances on daily basis purchases transferring sales proceeds money market accounts following client requests purchases sales gifting prepare correspondence Excel spreadsheets miscellaneous reports client budget worksheets income projections gifting schedules assist production PowerPoint presentations mass mailings marketing materials calculate unitrust total return payments trust beneficiaries coordinate tax-related payment information Tax Department client-directed outside professionals provide information Client Advisors annual account reviews organize Client Advisors maintain client beneficiary advisor information database management trust accounting systems perform special projects additional tasks assigned back-up support front desk reception needed.
- Bachelor degree preferred CTFA CFP preferred but not required
- Understanding of trust accounting estate planning concepts preferred but not essential
- Superior skills experience Microsoft Office Word Excel PowerPoint Excellent written oral communication skills Superior organizational skills multi-task manage prioritize multiple projects competing deadlines General office administration clerical experience Excellent attention detail exercise independent judgment Aptitude understand perform basic mathematical calculations fee calculations percentage-based calculations Ability learn new processes programs desire grow company Strong people skills Client service focus Effective verbal written communication skills High integrity diligent work ethic Team people-oriented Highly organized good time management skills Meticulous attention detail Valid driver license ability travel airplane Full-time employees eligible comprehensive benefits package medical dental vision coverage 401k life insurance paid time off Wellness Program Annual bonus incentive pay equity apply depending role
Job description
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