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5 часов назад

Trust Assistant (On-Site)

23 - 37$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Assistant (Finance): Supporting the day-to-day administration of trust accounts, including documentation, recordkeeping, audits, and client service with an accent on accurate account administration and compliance procedures. Focus on maintaining current files, assisting Trust Officers with account activities, troubleshooting operational issues, and improving departmental processes.

Location: On-site in San Diego, California, USA

Salary: $23.37–$31.14 per hour

Company

hirify.global Trust is a federal savings bank providing banking, wealth management, and trust solutions on a national, full-service basis.

What you will do

  • Provide administrative and clerical support within the Trust department.
  • Support the administration of trust accounts for which the institution acts as trustee, depositor, or agent.
  • Assist Trust Officers with less sensitive accounts and specific account assets.
  • Maintain accurate and current file documentation and support court appearances and audits.
  • Follow departmental procedures, troubleshoot operational issues, and recommend process improvements.
  • Contribute to team results and departmental goals.

Requirements

  • High school diploma or equivalent.
  • 1–3 years of trust administrative experience.
  • Working knowledge of fundamental concepts, practices, and procedures in the relevant department or field.
  • Good verbal and written communication skills.
  • Ability to establish effective working relationships within the work group.
  • Ability to work on-site in San Diego, California, USA.

Culture & Benefits

  • Inclusive, people-first workplace focused on supporting employees and encouraging innovation.
  • Medical, dental, and vision benefits based on eligibility.
  • 401(k), PTO, and paid sick leave based on eligibility.
  • Employee stock purchase plan and other benefits based on eligibility.
  • Equal opportunity employment and support for an authentic, inclusive workplace.

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