Administrative Associate

Van Liew Trust Company; Providence (RI); On-site; USD 42,000 - 64,000; Full time

Job summary

Van Liew Trust Company in Providence, RI, is seeking an Administrative Associate to join the client service team. You will provide essential administrative and operational support to the Vice President of Administration and Administrative Specialists while helping ensure a responsive, polished client experience.

You will manage client inquiries, prepare meeting materials, maintain account records, and learn various systems and tools to support a high-performing professional services environment.

Qualifications

• Provide frontline client service via phone, email, and in person.
• Support executives with correspondence, meeting materials, and reports.
• Maintain accurate client account records and transactions.

Responsibilities

• Deliver excellent client service and respond to inquiries as a primary contact.
• Prepare client meeting materials, Investment Committee materials, and board reports.
• Process and maintain client account records and fund transfers as requested.

Skills

Client service

Administrative support

Detail oriented

Education

Bachelor's degree preferred

Tools

CRM software

Portfolio management systems

Microsoft Office

Job description

Job Description

About the Role

We are seeking a proactive, detail-oriented Administrative Associate to join our client service team. In this role, you will provide essential administrative and operational support to the Vice President of Administration and Administrative Specialists while helping ensure a responsive, polished, and reliable client experience. This is an excellent opportunity for someone who enjoys working with people, managing details, learning new systems, and contributing to a high-performing professional services environment.

• Deliver excellent client service: Serve as a primary point of contact for clients by phone, email, and in person; respond to inquiries, resolve routine issues, and help build strong client relationships.
• Provide administrative and operational support: Assist the Vice President of Administration and Administrative Specialists with correspondence, client meeting materials, Investment Committee materials, SAGE G/L work, and quarterly board meeting reports.
• Maintain accurate account records: Process and maintain client account records and transactions, including fund transfers and other operational requests.
• Use and learn key technology: Work with client relationship management software, portfolio management systems, Microsoft Office tools, and other business applications.

Company Description

Van Liew Trust Company is a Rhode Island based employee-owned trust company dedicated to helping clients achieve their long-term financial goals. We offer a collaborative, team-oriented environment where employees are encouraged to contribute ideas, develop professionally, and make a meaningful impact for the clients we serve.