• Full Time
  • Neenah, WI
  • Salary: Based on experience
Job ID: 141668

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.