Position title

Entry Level Financial Assistant Role

Description

A rapidly growing financial firm is seeking an entry-level Trust Assistant to join their team in the Los Angeles office. This role offers an excellent opportunity to learn and grow in the financial industry while working alongside experienced professionals.

Responsibilities

Provide administrative support to the Trust Department including answering phone calls, scheduling appointments, and responding to emails
Assist with opening and closing of trust and estate accounts
Process account transactions such as deposits, withdrawals, and transfers
Monitor account activity and maintain accurate account records
Communicate with clients, beneficiaries, and third-party professionals
Assist in preparing reports and documents for internal and external use
Maintain confidentiality of all client information
Learn and comply with regulatory requirements and internal policies and procedures

Qualifications

Bachelor’s degree in Finance, Business Administration or a related field
Excellent communication and interpersonal skills
Strong attention to detail and accuracy
Proficient in Microsoft Office Suite
Ability to work independently and as part of a team
Strong organizational and time management skills
Ability to maintain confidentiality and exercise discretion
Familiarity with trust and estate accounts is a plus

Contacts

If interested and meet the requirements above, please submit your resume or reach out to:

Matura Farrington is an EEOC employer and will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance and all other local, state, and federal laws.

Hiring organization

Employment Type

Full-time

Industry

Finance, Trusts & Estates

Job Location

Los Angeles, CA

Working Hours

Hybrid Work Schedule

Base Salary

$50K-$52K Per year

Date posted

April 27, 2023

PDF Export

Export as PDF