Randstad Trust Specialist in Columbus, Georgia
salary:$16 - $18 per hour
date posted:Wednesday, March 14, 2018
Under direct supervision, performs various clerical tasks related to the administration and record keeping of personal trust accounts or qualified retirement plans. Responds to trust business related customer/client or field questions and inquiries, escalating more complex issues to senior team members for resolution.
Job Duties & Responsibilities:
Assists with reviewing accounts and asset documentation on the investment system for completeness and to response to inquiries. May assist with the effective and efficient administration of retirement benefit plans.
Processes and/or coordinate daily activities and transactions necessary for the efficient administration of trust accounts or retirement benefit plans. This includes but is not limited to setting up; auditing and closing accounts; researching account information for field teams; maintaining multiple lists of active accounts and leads; responding to internal and external about the services and products provided by the department.
Communicates with internal and external customers regarding outstanding requirements/issues and transactions; works with stakeholders to resolve problems related to internal department transactions and processes. Escalates more complex issues to senior team members for resolution.
Maintains account files, activity logs, statistics, and other ad-hoc reports as necessary. Collects and organizes data, and prepares reports for management, field or customer review. Works with the systems administration teams to ensure data accuracy , integrity and confidentiality is maintained.
Maintains a library of automated or manual files that proves a quick reference library for customer, vendor, account, and transaction information. Ensures data is maintained in accordance with document retention requirements and distribution is based on the need to know and authorizes level of access.
Provides general administrative support within the department as needed.
Working hours: Standard M-F
Minimum Education: High School Diploma.
Minimum Experience: 2+ years of job related and/or administrative support experience.
Required Knowledge, Skills, & Abilities:
Excellent oral, written and interpersonal communication skills to effectively interact with internal and external customers.-
Working knowledge of Microsoft Office and its related applications-
Ability to perform multiple task at the same time, while maintaining attention to detail and meeting deadlines.-
Ability to learn and become proficient with all department related databases.
Working knowledge of Trust Operations as it related to the departments area of focus.-
Basic understanding of accounting terms, concepts and formulas-
Preferred Knowledge, Skills, & Abilities:
Intermediate proficient level with Microsoft Excel is preferred-
Trust Operating System background
Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
Time Management: Uses his/her time effectively and efficiently; concentrates his/her efforts on the more important priorities
Technical Learning: Picks up on technical things quickly; can learn new skills and knowledge
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