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Job Title: Financial Services Associate (Contract)
Pay Rate: $25/hour

Job Summary:
We are hiring a Financial Services Associate for a contract position supporting one of our clients. The purpose of this role is to support Trust Officers in the daily administration of fiduciary accounts. This role plays a key part in maintaining high levels of client satisfaction and efficient trust account management, while also contributing to the team's sales and business development efforts.

Key Responsibilities

Administrative Support

• Execute routine trust account activities, including account openings/closings, asset maintenance, payment processing, and transaction updates.

• Collaborate with internal departments such as Trust Operations, Trust Tax, and Real Estate to ensure accurate and timely completion of administrative tasks.

• Monitor account balances daily for overdrafts and idle cash, and promptly communicate findings to the appropriate Trust Officer.

• Use historical account data and client trends to forecast cash needs in coordination with Investment Officers.

• Provide responsive and professional telephone-based support by handling inbound client inquiries and requests.

• Investigate and assist in resolving account discrepancies, proposing practical solutions where applicable.

• Maintain confidential and well-organized account documentation in accordance with compliance standards.

• Analyze trust agreements and related documents to ensure accuracy and consistency with administrative requirements.

• Administer and update fee schedules under the guidance of the Trust Officer.

• Prepare internal and client-facing materials, including reports, correspondence, technical documents, and special project deliverables.

• Assist in the development and organization of client presentations and meeting materials.

• Foster teamwork and communication with colleagues to ensure consistent and high-quality trust administration.

• Stay current on relevant changes in trust, estate, and tax law to enhance account oversight and support.

• Ensure strict adherence to internal controls, corporate policies, and regulatory requirements.

• Provide coverage for other Trust Assistants during absences or peak business periods.

Client and Sales Support

• Cultivate and maintain strong, professional relationships with clients; act as a liaison for routine service needs and inquiries.

• Recognize and communicate client needs and potential opportunities for expanded service or revenue growth.

• Track and follow up on client requests and service issues, ensuring timely and effective resolution.

• Coordinate logistics for client meetings-both virtual and in-person-including scheduling, document preparation, and activity tracking in CE Desktop.

• Support Trust Officers with the organization, documentation, and follow-through of sales opportunities and pipeline activity using CE Desktop.

Required Qualifications

• High school diploma or equivalent required.

• One to three years of relevant experience in a professional, administrative, or financial services role; a combination of education and experience will be considered.

• Proven ability to deliver exceptional customer service with strong communication, organizational, and problem-solving skills.

• Strong attention to detail and accuracy in a fast-paced, deadline-driven environment.

• Ability to collaborate effectively as part of a team.

• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.

• Previous experience in a trust, wealth management, or financial services environment is preferred but not required.

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