Trust Administration Assistant jobs in Berkeley, CA
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Administration Assistant
- Ascend
-
Oakland, CA
FULL_TIME
-
Job Description – The Administrative Assistant will primarily focus on supporting the management team with periodic reporting responsibilities. With excellent customer service skills, the Administrative Assistant will work resolving issues and executing on special requests. The successful Administrative Assistant will work with vendors and team members to ensure procedures are followed. Additional responsibilities for the Administrative Assistant include the following:
Responsibilities Include:
- Answering phones, greeting visitors, and providing administrative support to the management team.
- Preparing and updating files ensuring completeness and accuracy.
- Maintains calendar, triages incoming calls/correspondence and priority requests.
- Assisting and coordinating that all key assignments, deadlines, and projects are met.
- Utilizes strong organizational skills to manage multiple tasks and rapidly changing priorities. Keeps management team informed of progress or delays.
- Schedules and coordinates meetings for the management team, scheduling and setting up conference rooms, coordinating audio/visual needs and handouts, making food arrangements and communicating with team members as required.
- Draft correspondence as directed. This drafting requires a command of the English language as well as working knowledge of business letter formatting and grammar.
- Orders and renews subscriptions and processes dues payments.
- Reconciles purchasing cards and expense reports.
- Coordinates and confirms conference reservation and related travel arrangement for management team.
- Preparing presentations for the department and responding to correspondence on the management team’s behalf.
- Preparing expense reports and ensuring appropriate approvals are timely and submitted properly.
- 2 years of previous Administrative Assistant experience
- Highly proficient in Microsoft Word, Excel, PowerPoint and Outlook.
- Professional, reliable, flexible and have a positive, can-do attitude.
- Excellent attention to detail with strong customer service skills and ability to prioritize
- Ability to communicate well in both written and verbal communication forms.
- Proactive attitude and volunteers willingly to take on additional responsibilities and assist with other team members’ projects.
- Bachelor’s degree preferred or similar work experience
- PTO, PST, Medical, Dental, and Vision
- $60,000 - $70,000/yrly
- 29 Days Ago
HOUSING ASSISTANT
- Veterans Health Administration
-
Oakland, CA
FULL_TIME
- The incumbent serves as the Housing Assistant for the San Francisco VA Health Care System's (SFVAHCS) HUD-VASH program, located within Homeless Programs within Social Work Service. The HUD-VASH progra...
- 1 Month Ago
Medical Support Assistant (Advanced)
- US Veterans Health Administration
-
Oakland, CA
FULL_TIME
- Duties Advanced MSAs perform a variety of support duties that facilitate the work of physicians, physician assistants, nurses, nursing assistants, and other members of the medical facility who provide...
- 22 Days Ago
Supervisory Aviation Technical Systems Specialist (Assistant Manager)
- US Federal Aviation Administration
-
Walnut Creek, CA
FULL_TIME
- Duties Serve as Assistant Manager for the Office of Airports (ARP), San Francisco Airports District Office (ADO) in the Western-Pacific Region. This position reports to the Manager of the ADO and serv...
- 1 Month Ago
Access Services Assistant, Library Administration (6761C) - 31209
- University of California Berkeley
-
Berkeley, CA
FULL_TIME
- Access Services Assistant, Library Administration (6761C) - 31209 About Berkeley At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience a...
- 14 Days Ago
Preservation and Conservation Assistant (6760C), Library Administration - 48366
- University of California Berkeley
-
Berkeley, CA
FULL_TIME
- Preservation and Conservation Assistant (6760C), Library Administration - 48366 About Berkeley At the University of California, Berkeley, we are committed to creating a community that fosters equity o...
- 2 Days Ago
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0 Trust Administration Assistant jobs found in Berkeley, CA area
About Berkeley, California
Berkeley (/ˈbɜːrkli/ BURK-lee) is a city on the east shore of San Francisco Bay in northern Alameda County, California. It is named after the 18th-century Irish bishop and philosopher George Berkeley. It borders the cities of Oakland and Emeryville to the south and the city of Albany and the unincorporated community of Kensington to the north. Its eastern border with Contra Costa County generally follows the ridge of the Berkeley Hills. The 2010 census recorded a population of 112,580.
Berkeley is home to the oldest campus in the University of California system, the University of California, B...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$56,314 to $71,785
Berkeley, California area prices
were up 4.5% from a year ago
were up 4.5% from a year ago
What does a Trust Administration Assistant do?
Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020