Search Jobs

Trust & Financial Services Associate

St.Petersburg, FL 33701

Posted: 06/11/2024 Employment Type: Direct Hire Job Category: Administrative/Clerical Job Number: 19978 Earning Potential: $65.000-$75.000

Job Description

Job ID 19978 – Trust & Financial Services Associate

Location:  St. Petersburg, 33701 – This position is onsite

Pay: $65k-$75k/yearly

Type: Direct Hire


Job duties:
•    Primary responsibilities will be meeting the needs of clients and coordinating with third party vendors to include financial operations and information technology
•    Process daily cash and client requests
•    Serves as liaison between third parties
•    Assist with resolving issues
•    Perform administrative activities associated with financial accounts
•    Assist team to exceed the expectations of clients
•    Must be flexible for other duties as assigned: As an associate you may be required to cross-train across roles/departments with similar job duties, or assist with other business needs as required

Nice to have:
•    College degree
•    Experience with financial securities movement and income processing

Requirements:
•    Must have (5) years of financial operations background in investment management, trusts, or brokerage firms (not retail banking)
•    Strong client relationship management skills required – Dealing with high level cliental
•    MS Office proficient
•    High school diploma or equivalent required
•    Background check required
•    Credit check required

Meet Your Recruiter

Michelle Louden
Senior Director of Client Services

Hi, I’m Michelle, Senior Director of Client Services.  I look forward to connecting with you on your job search.

Apply Online
Apply with LinkedIn

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.