Hybrid Senior Associate Plan & Trust Support

Thecentermemphis; Memphis, Northern (TN, KY); Hybrid; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Thecentermemphis is seeking a hybrid administrative support professional in Memphis, TN. The role involves handling calls and inquiries, producing and maintaining documents, and supporting the Plan & Trust Team within New Accounts.

Responsibilities include assisting with client service, following policy guidelines, and coordinating with colleagues on complex tasks. Hybrid work arrangement with in-office days 3 per week.

Qualifications

• General experience not specified beyond 7–12 months; entry-level administrative responsibilities.
• Ability to follow guidance while handling customer inquiries and internal communications.
• Experience using client management systems and document preparation tools.
• Proficiency in clear verbal communication and instruction reception.

Responsibilities

• Develop working knowledge of organizational policies and regulatory codes relevant to own work and follow mandatory procedures.
• Answer the telephone and assist callers or those emailing with requests, directing complex matters to colleagues as needed.
• Produce, update, and provide best practice support on Microsoft documents, databases, and departmental systems; handle budgetary entries and time/expense records.
• Carry out client service activities, including handling inquiries that are more complex or outside the norm.

Skills

Thoroughness & accuracy

Customer handling

CRM systems

Verbal communication

Education

High School (HS)

Job description

Thecentermemphis is seeking a hybrid administrative support professional in Memphis, TN. The role involves handling calls and inquiries, producing and maintaining documents, and supporting the Plan & Trust Team within New Accounts.

Responsibilities include assisting with client service, following policy guidelines, and coordinating with colleagues on complex tasks. Hybrid work arrangement with in-office days 3 per week.