Cadre
Are you a Trust Operations / Administrative Assistant who is comfortable working with math & accounting? Are you a Trust Operations / Administrative Assistant who is looking for an opportunity with a company that offers great benefits?
Our client is dedicated to helping their customers build their legacy!
WHAT YOU WILL BE DOING:
As a Trust Operations / Administrative Assistant, you will handle the daily balancing of trust records as well as settle daily cash movement and prepare remittances.
- Wire transfers, account bills and trust checks
- Transfer assets
- Complete account maintenance
- Reporting
- Process dividend and income checks
- Assist the VP, Audit and Compliance Officer with day to day operational support
- Open new accounts
- Complete statement review, print and assembly
- Handle electronic statement activities
- Balance corporate checkbook
WHAT YOU NEED:
- Administrative or office support experience
- Comfort level with math, accounting & finance
- Bachelor’s degree in Finance or Accounting preferred
- Computer savvy to work with industry specific software
- MSWD, Excel & Outlook skills
- Professional demeanor
- Maintain a high level of confidentiality
- Analytical and detail oriented
WHAT YOU GET:
- Great company culture
- Annual raises, bonuses, Christmas gifts, bonuses (including longevity bonuses)
- Great internal longevity
- Health insurance
- Life insurance
- Disability insurance
- 401(k)
- Paid vacation
GENERAL INFORMATION:
Hours: 7:30am-4:30pm
Length: Temporary-to-Hire
Pay for the Trust Operations / Administrative Assistant position: Based on experience
Location: Neenah, WI
Job ID: 141668
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.