Administrative Assistant in San Diego
San Diego , California
January 05, 2017
Administrator Assistant Position Responsibilities: - Team with a Trust Administrator to provide client services. - Act as the primary contact in the absence of the account administrator - Provide non -routine administrative support functions teamed with account administrator/s to provide client service. - Make recommendations to the account officer involving individual trust accounts. - Provide crisis resolution and problem solving. - Input trade orders accurately within a specific time frame, providing available funds in account to meet trust agreement objectives. - Verify correct posting to accounts. - Execute procedures to open/close/transfer accounts. - Collect assets from brokers or outside institutions and set up assets cost basis on system. - Handle requests for registration of securities with follow -up memo. - Assemble and review all required materials, and attend formal trust reviews with the administrative officer. - Interact with appropriate service departments to obtain needed information or request that action be taken. - Follow up to ensure processes are completed in a timely manner. - Assist in special projects as assigned. - Attend departmental training and applicable Corporate HR educational curriculum. - Provide telephone coverage within the unit as needed. Relocation Relocation assistance is not provided for this position. Travel Travel is not required for this position. - High School Diploma or the equivalent - 2 years in a customer contact position - 2 years communication (telephone, written/e-mail, verbal) experience in an office environment - 1 year experience using automated systems - 1 year experience working in a deadline driven work environment Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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