Skillcloudhcm
Client Administration Associate
Williamsburg, Virginia
Sponsorship not specified$42k-$67kDetected 47 days ago
AccountingExcel
About the role
- Make sound recommendations to client account manager related to release of information and/or funds. - Monitor daily cash balances of income and principal.
- Ensure the prompt payment of bills, remittances, taxes, etc.
- May execute the disposition of cash at the client account manager's direction.
Responsibilities
- Skillcloud HCM Solutions has been engaged to manage this search.
- The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.
- Strong company culture that supports community and charitable organizations.
Requirements
- 2 years of trust administration, paralegal, financial services or accounting experience.
- Knowledge of basic accounting/tax principals and common asset characteristics.
- Uses internal checklist to extract required information and enter it in the trust accounting system.
Nice to have
- BS degree in business, finance or related field preferred.
Compensation
- May prepare and implement the annual budget for each account.
Benefits
- Comprehensive benefit package and competitive salary.
Company info
- Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer's account.
- Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
Equal opportunity
- NO PHONE CALLS OR RECRUITERS PLEASE Equal Opportunity Employer.
- Equal Opportunity Employer.
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