Trust Operations Administrative Assistant

LHH; Tucson (AZ); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

401K plan

Job summary

LHH is seeking a detail-oriented Operations Administrative Assistant to support fiduciary and trust account administration in Tucson, AZ. The role emphasizes client service, accuracy, and regulatory compliance in a professional financial services setting.

You will open and close accounts, coordinate with Trust Officers and internal teams, manage deadlines, process payments, and maintain records, with opportunities to contribute to special projects and front-desk coverage.

Qualifications

• Experience in administrative, operational, or client service roles.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Attention to detail and accuracy.
• Ability to maintain confidentiality and exercise sound judgment.
• Strong problem-solving and analytical skills.
• Ability to work independently and within a team.
• Proficiency with Microsoft Office Suite and business software.

Responsibilities

• Support Trust Officers in managing trust and fiduciary accounts.
• Open, maintain, and close trust accounts in internal systems.
• Liaise between Trust Officers and operations teams for efficient admin.
• Track deadlines, documents, and account activity for timely follow-up.
• Process distributions and tax-related payments for assigned accounts.
• Communicate with clients, beneficiaries, attorneys, CPAs, and managers.
• Monitor activity and documentation for policy/regulatory compliance.
• Maintain accurate electronic and physical account records and files.
• Assist with special projects and reporting; provide backup front desk support.

Skills

Administrative experience

Operational experience

Client service

Organizational skills

Written and verbal communication

Attention to detail

Confidentiality

Problem-solving

Teamwork

Independent work

Tools

Microsoft Office Suite

Job description

LHH is seeking a detail-oriented Operations Administrative Assistant to support fiduciary and trust account administration in Tucson, AZ. The role emphasizes client service, accuracy, and regulatory compliance in a professional financial services setting.

You will open and close accounts, coordinate with Trust Officers and internal teams, manage deadlines, process payments, and maintain records, with opportunities to contribute to special projects and front-desk coverage.