Madison Trust Company · 2 hours ago
Office Assistant - Financial Services - Grow With Us! (#14337572)
Montvale, NJ
Full-time
Hybrid
New Grad, Entry Level
$48K/yr - $54K/yrMadison Trust Company is an integrated financial services group based in Bergen County, and they are seeking an Office Assistant to join their team. The role involves handling client interactions, managing phone calls, and ensuring quality control in documentation for their growing client base.
AccountingFinancial ServicesRisk Management
Responsibilities
Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner
Conduct timely follow up with clients and guide them in the transfer and funding process
Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation
Answer and direct incoming client inquiries and direct them to the appropriate department
Qualification
Required
A can do attitude and a strong interest in professional growth
Highly organized with the ability to multitask and track multiple workflows simultaneously
Background in customer support, financial / banking services a plus
A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset
Preferred
Bachelors degree in a related field a plus though definitely not a requirement
Benefits
401(k)
401(k) matching
Health insurance
Paid time off
Company
Madison Trust Company
Madison Trust Company is an investment custodian that offers accounting, audit, IRA representation, financial and risk management services.
Founded in 2009
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase