Administrative Assistant II Job at Veterans Sourcing Group
22-11117
Administrative Assistant (Level II)
Pay Rate: $17.27
Location: Tampa, FL 33607
Schedule: 8AM-5PM Mon- Fri
40 Hours weekly
Job Description:
- Reviewing and interpreting legal documents (trusts, wills, agency agreements, etc.) and forms
- Professional communication (written and verbal) with US Trust Client Teams and Business Units
- Working with business partners to receive/transfer assets and follow up on the status of funding
- Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve
- Preparing distribution schedules to properly allocate assets/cash to designated owners, including obtaining approvals
- Preparing asset valuations as needed for accounts
- Transferring assets/cash to internal accounts and external firms for clients using internal applications/systems
- Reconciliation and follow up of final interest and dividends received into accounts to ensure they are transferred to the correct clients
- Properly closing accounts from systems and reporting data Maintaining or exceeding service delivery levels
Requirements:
- Organizational and time management skills
- Ability to prioritize and handle multiple account requests related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
- Proven history of effective ownership and accuracy
- Ability to work independently while effectively managing and finding resolution to complex situations Exhibit professionalism in all situations
Additional Duties:
- Assisting with special projects, procedure updated, etc.
- Starting out remote
- Must Be Vaccinated
Job Types: Full-time, Contract, Temporary
Pay: $17.27 per hour
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Tampa, FL 33607: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
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