Job Description
Administrative Assistant
Pay Rate: $17.27 /hr W2
Location: Starting out REMOTEthen ONSITE; Tampa, FL 33607
Schedule: 8AM-5PM Mon- Fri
40 Hours weekly
Job Description:
• Reviewing and interpreting legal documents (trusts, wills, agency agreements, etc.) and forms
• Professional communication (written and verbal) with US Trust Client Teams and Business Units
• Working with business partners to receive/transfer assets and follow up on the status of funding
• Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve
• Preparing distribution schedules to properly allocate assets/cash to designated owners, including obtaining approvals
• Preparing asset valuations as needed for accounts
• Transferring assets/cash to internal accounts and external firms for clients using internal applications/systems
• Reconciliation and follow up of final interest and dividends received into accounts to ensure they are transferred to the correct clients
• Properly closing accounts from systems and reporting data Maintaining or exceeding service delivery levels
Requirements:
• Organizational and time management skills
• Ability to prioritize and handle multiple account requests related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
• Proven history of effective ownership and accuracy
• Ability to work independently while effectively managing and finding resolution to complex situations Exhibit professionalism in all situations
Additional Duties:
• Assisting with special projects, procedure updated, etc.
• Starting out remote
PayRate: 0-0 $/hour