Administrative Assistant, Robert Half

Robert Half

Location:
United States, Tucson

Category:
-

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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

Requirements:

Proven experience in answering inbound calls effectively and professionally
Exceptional customer service skills, with a focus on delivering high-quality support
Proficient in data entry tasks, ensuring accuracy and attention to detail
Experience in managing email correspondence, including drafting, sending and sorting emails
Ability to handle both inbound and outbound calls, demonstrating excellent communication skills
Proficiency in Microsoft Excel, including creating spreadsheets, using formulas and generating reports
Experience in using Microsoft Outlook for managing emails, calendar appointments and tasks
Proficiency in Microsoft Word for creating documents, reports and letters
Demonstrable experience in scheduling appointments, managing calendars and coordinating meetings.

What we offer:

competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 23, 2025

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Administrative Assistant