Dynamic Administrative Associate: Client Services & Operations

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

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.