Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Company Description
Busy Midsize Law Firm
Role Description
This is a full-time on-site role as an Administration Assistant at Coia & Lepore Ltd., located in Providence, RI. The Administration Assistant will be responsible for performing various administrative tasks, including but not limited to managing phone calls, maintaining records, assisting with correspondence, and providing executive administrative support.
Qualifications