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217696 Legal - Trust Administrative Professional- Boca Raton, FL

217696 Legal - Trust Administrative Professional- Boca Raton, FL

Canon Recruiting GroupBoca Raton, FL, US
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Job Description

Job Description

POSITION : Legal- Trust Administrative Professional

FULLTIME / PARTTIME : Fulltime

LOCATION : Boca Raton, FL

ASSIGNMENT : 11 / 10 / 2025- 11 / 09 / 2026

SCHEDULE : 40hrs M-F 8am- 5pm

PAY RANGE : $17.59 HOURLY

(Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

About the Role

We are seeking a Specialized Fiduciary Administrator II to join our Estate Settlement Services team. This role provides critical administrative and operational support to the Estate Settlement Account Acceptance Group, ensuring the accurate setup, maintenance, and documentation of fiduciary accounts. The ideal candidate will thrive in a structured, detail-oriented environment and enjoy supporting estate settlement officers in delivering exceptional client service.

Key Responsibilities :

  • Perform account maintenance and updates in internal systems to ensure accurate and compliant records.
  • Navigate and manage tasks within the Account Acceptance Portal and related bank systems.
  • Retrieve, organize, and process files and documents for account review and acceptance.
  • Draft and prepare routine correspondence, including letters and emails, related to account administration.
  • Collaborate with Estate Settlement Officers and internal partners to support decision-making and client service needs.
  • Prepare reports, conduct research, and provide data to support daily team operations and strategic projects.
  • Participate in or lead administrative and process-improvement initiatives as assigned.

Qualifications :

  • High school diploma required; college degree preferred.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Familiarity with trust administration and estate settlement processes preferred.
  • Exceptional attention to detail, organization, and accuracy.
  • Strong written and verbal communication skills.
  • Ability to collaborate effectively with colleagues and internal business partners across departments.
  • Demonstrated ability to manage multiple priorities in a deadline-driven environment.
  • Working Conditions :

  • May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
  • The ability to lift up to 30lbs.
  • Use of computers and technology
  • Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email our HR team hr@canonrecruiting.com

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    Administrative Professional • Boca Raton, FL, US

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