What are the responsibilities and job description for the Administrative Assistant position at Robert Half?
We are offering a permanent employment opportunity for an Administrative Assistant in Tucson, Arizona. The individual will be part of a team working in a customer-oriented environment, where the main duties revolve around processing and maintaining customer records and ensuring compliance with established policies and procedures. Responsibilities:• Accurately process and maintain customer credit applications.• Ensure accurate files and records of assigned accounts are maintained.• Liaise with various Operations Department functions and Trust Officers.• Monitor account activity and ensure compliance with established policies, procedures, rules, and regulations.• Communicate effectively with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals regarding assigned accounts.• Serve as a backup for Front Desk Administrator when required.• Open and close all assigned trust accounts on the trust accounting system.• Maintain a tickler system for all assigned trust accounts, ensuring a high level of follow-up.• Process payments, distributions, real estate taxes, and estimated tax payments for assigned accounts.• Handle other duties as assigned.
Salary : $18 - $21
