Tailored Management · 1 week ago
Legal - Trust Administrative Professional (Level II)
Boca Raton, FL
Full-time
Onsite
Entry, Mid Level
$8/hr - $17.58/hrTailored Management is seeking a Specialized Fiduciary Administrator II to provide administrative and operational support to the Estate Settlement Account Acceptance Group. This role involves account administration, document management, and assisting officers with routine account-related tasks.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Perform routine account maintenance and updates using internal bank systems and the Account Acceptance Portal
Retrieve, organize, and manage documents, including optical imaging and file processing, to support account acceptance and review
Assist with drafting and processing routine correspondence such as letters and emails related to estate and trust administration
Support officers and team members by preparing reports, conducting research, and navigating multiple systems to aid decision-making
Participate in assigned projects and collaborate with internal partners to support operational efficiency and service delivery
Qualification
Required
High school diploma
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong attention to detail
organizational skills
ability to manage multiple tasks
Effective written and verbal communication skills
ability to collaborate across teams
Preferred
college degree
working knowledge of estate settlement and trust administration processes
Company
Tailored Management
Tailored Management is a staffing and recruiting company that offers information technology staffing and recruitment services.
Founded in 2009
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Anderson
Managing Partner & Client Relations Executive
Savannah Deskins
Manager, Administration & Office of the CEO
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