Account Administrator - Trust Department

Please submit resume to taghutch@arnoldgrouphr.com to apply.

Pay Rate / Range :   $46,000 / yr + DOE

Description :   Will perform administration, accounting and customer service on agency accounts and IRA's while ensuring compliance requirements are met for each account.  Work with new business staff from the point of prospect to ensure a smooth transaction for the new business.  Will prepare all administrative pre acceptance and annual administrative account reviews for accounts assigned. Responsible for cash management in all assigned accounts, both excess and shortage and eliminating and preventing account overdrafts.  Coordinate and conduct day to day client contact and delivery of client service standards, attend client meetings, take notes and execute items as a result.

Job Requirements :   Must have proficient computer skills, especially MS Office applications and excellent customer service skills.  Previous IRA, accounting or related wealth management  experience strongly preferred.  Must be detail oriented,  have strong organizational skills, be able to multi task, manage priorities and have excellent problem solving skills. College degree in related field required.

Job Type :    Direct Hire

Shift / Schedule :   Monday-Friday, 8 : 00am-5 : 00pm

The Arnold Group is an Equal Opportunity Employer (EOE)

About Us :

Looking for a job that fits your skills and goals? Since 1979, The Arnold Group (TAG) has been helping job seekers find the right opportunitieswhether its temporary work, a long-term career, or something in between. Were here to connect you with the right fit and provide the support you need to succeed. Lets find your next opportunity together discover how we can help!