Trust & Board Admin Assistant

Southwest Service Administrators, Inc.

Phoenix (AZ)

On-site

USD 37,000 - 49,000

Full time

4 days ago
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Benefits offered by this job

Medical, Dental, Vision
Short-Term Disability
Low weekly premium benefits
Company-paid long-term disability & L/
401K with company match
Pension plan
Paid time off

Job summary

Paycom - ATS in Phoenix, AZ, seeks an Administrative Assistant to support the Client Services Team and Account Managers, coordinating with vendors to prepare Board of Trustee meetings and ensure Trust Funds are serviced with excellence.

The role requires a High School Diploma/GED and 1–3 years of office experience, with strong Excel/Word skills and attention to detail. This full-time position offers benefits and growth in a collaborative environment.

Qualifications

  • High School Diploma or GED required.
  • 1–3 years in an office environment preferred.
  • Administrative experience in a third-party admin firm preferred.
  • Proficiency in MS Excel and MS Word.
  • Bilingual English/Spanish preferred but not required.

Responsibilities

  • Provide high quality customer service to trustees and vendors.
  • Respond to and resolve complex issues.
  • Serve as primary daily contact to clients for delivery of services.
  • Attend board meetings and prepare minutes/action summaries.
  • Maintain accounts payable logs and process client invoices for payment.
  • Coordinate mailing projects for Pension and Health & Welfare funds and verify data.

Skills

MS Excel
MS Word
Attention to detail
Communication skills
Bilingual preferred

Education

High School Diploma/GED

Tools

Adobe Pro
Claims system

Job description

Paycom - ATS in Phoenix, AZ, seeks an Administrative Assistant to support the Client Services Team and Account Managers, coordinating with vendors to prepare Board of Trustee meetings and ensure Trust Funds are serviced with excellence.

The role requires a High School Diploma/GED and 1–3 years of office experience, with strong Excel/Word skills and attention to detail. This full-time position offers benefits and growth in a collaborative environment.

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