Trust Administrative Assistant
Customer Service & Support
Job Title: Trust Administrative Assistant
Location: Albuquerque, NM 87110
Schedule: Monday–Friday, 8:00am–5:00pm
Pay Rate: $21/hour
Job Type: Full-time, Temp-to-Hire
Position Overview:
The Trust Administrative Assistant provides high-level support to Trust Officers in the administration of assigned trust accounts. This role requires the ability to work both independently and as part of a team to meet trust document, team, and company objectives. The position is deadline-driven and detail-oriented, with training provided for candidates who bring strong transferrable skills.
Top 3 Must-Have Qualifications:
- Must be detail-oriented (resumes will be thoroughly checked for spelling and grammatical accuracy)
- Must have transferrable skills (such as prior experience as a payroll coordinator, transaction coordinator, or bookkeeper)
- Must have a strong work ethic and willingness to learn new processes
Key Responsibilities:
- Open and close assigned trust accounts on the trust accounting system
- Serve as a liaison between Operations Department functions and the Trust Officer
- Maintain a tickler system for all assigned trust accounts and perform duties with a high level of follow-up
- Process payments, distributions, real estate taxes, and estimated tax payments for assigned accounts
- Communicate with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals regarding accounts as assigned
- Monitor account activity to ensure compliance with established policies, procedures, rules, and regulations
- Maintain accurate files and records of assigned accounts
- Serve as a backup for the Front Desk Administrator
- Perform other duties as assigned
Skills and Attributes Required:
- Strong interpersonal and communication skills
- Initiative, dependability, and a high level of motivation
- Outstanding organizational and follow-up skills
- Good judgment and excellent writing and analytical skills
- Ability to prioritize work and make independent decisions
- Detail-oriented and able to work well under pressure
To Apply:
Submit a resume that is free of spelling and grammatical errors. Candidates with prior experience in payroll coordination, transaction coordination, or bookkeeping are strongly encouraged to apply. Candidates must be willing to work in-office and demonstrate a strong work ethic and attention to detail.
Pay Details: $21.00 per hour
Search managed by: Jessica Starr
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
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-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.
Ref: US_EN_27_813275_3100711