Remote Client Service & Trust Administrator

Pitcairn Company, Pitcairn Financial Group; Idaho; Remoto; USD 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

Pitcairn Company, Pitcairn Financial Group is hiring a Client Service Associate & Trust Administrator to enhance client relationships and assist in fiduciary services.

This full-time remote role requires at least 3 years of experience in financial services, strong organizational skills, and proficiency with software like MS Office and OneSource. Candidates should be proactive and engage effectively with clients while managing trust administration tasks.

Competenze

• Minimum 3 years of experience in client service within financial services or related industry.
• Experience with trust operations or fiduciary services is strongly preferred.
• Computer literacy with above-average knowledge of financial software.

Mansioni

• Coordinate all client account paperwork and cash distributions.
• Assist with trust administration and account maintenance.
• Provide administrative support to legal and fiduciary services.

Conoscenze

Client relations

Trust administration

Organizational skills

Communication

Problem-solving

Formazione

Bachelor’s degree preferred

Strumenti

MS Word

Excel

PowerPoint

Outlook

SharePoint

OneSource

Descrizione del lavoro

Pitcairn Company, Pitcairn Financial Group is hiring a Client Service Associate & Trust Administrator to enhance client relationships and assist in fiduciary services.

This full-time remote role requires at least 3 years of experience in financial services, strong organizational skills, and proficiency with software like MS Office and OneSource. Candidates should be proactive and engage effectively with clients while managing trust administration tasks.