Financial Support Specialist
lhhPhoenix, AZ
Financial Support Specialist
L3
lhhPhoenix, AZ4 days ago
Occupations
Financial Clerks, All OtherBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All OtherIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsMiscellaneous Financial Investment ActivitiesFinancial Support Specialist A well-established financial services organization is seeking a Financial Support Specialist to join its Phoenix team. This position offers the opportunity to work closely with Trust Officers while supporting the day-to-day administration of client trust accounts. The ideal candidate is highly organized, detail-oriented, comfortable working with financial transactions, and committed to delivering exceptional service. If you enjoy problem-solving, working with numbers, and managing multiple priorities in a professional office environment, this could be an excellent fit.
What You'll Do:
- Partner with Trust Officers to support the management of assigned trust relationships
- Establish and close trust accounts using the trust accounting platform
- Handle account-related disbursements, distributions, real estate tax payments, and estimated tax payments
- Monitor account activity to ensure adherence to company policies, procedures, and regulatory requirements
- Maintain organized and accurate account records, files, and documentation
- Track important deadlines, follow-up items, and account activities to ensure timely completion
- Coordinate with internal operations teams to facilitate smooth account administration
- Serve as a professional resource for clients, beneficiaries, attorneys, CPAs, investment managers, and other financial professionals
- Respond to account inquiries and provide outstanding client support
- Assist with reception responsibilities and front desk coverage when needed
- Support additional administrative and operational functions as directed
- Desired Background
- Financial services
- BankingTrust administration
- AccountingAdministrative support
- Client services
- Customer support
Skills & Qualifications:
Preferred Strong mathematical and analytical abilities Exceptional attention to detail and accuracy Excellent written and verbal communication skills The ability to manage competing priorities and deadlines Strong organizational and follow-up skills Sound judgment and effective decision-making capabilities Proficiency with Microsoft Office and standard business software A proactive approach and the ability to work independently or as part of a team The ability to perform effectively in a fast-paced, deadline-driven environment The Right Candidate Will BeCustomer-focused and service-oriented Dependable, professional, and highly motivated Organized with excellent follow-through Analytical and solution-driven Able to maintain discretion and confidentiality Comfortable handling financial information and account-related transactions
Apply now
Level
JuniorL3
Location
Phoenix, AZ
Occupation
Financial Clerks, All Other
Industry
Trust, Fiduciary, and Custody Activities
Posted
4 days ago
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