Trust & Investment Coordinator

About the Company: Well-established and stable company in Tampa is looking for an Trust & Investment Coordinator. This is an excellent opportunity with an exceptional company.

Type: Contract  

Schedule: Monday – Friday, 8:30 am – 5:30 pm

Pay: Hourly, depending on experience  

Job Description

  • Performs receptionist duties, including answering phones, greeting visitors, answering questions, scheduling and confirming appointments, maintaining professional image of all common areas, distributing and preparing mail, and maintaining office and marketing supply inventory
  • Processes and reviews retirement plan paperwork, including transfers/rollovers, distributions, loans, address changes, salary reduction agreements, and beneficiary changes. Follows up with appropriate parties to obtain needed documentation. Monitors transactions for timely completion. Otherwise assists members with their accounts as appropriate
  • Assigns and updates referral data base, and prepares daily referral reports. Maintains member client databases
  • Composes and prepares correspondence to prospects and existing members.
  • Assists with creating, preparing, and distributing presentations, training materials, seminars, and marketing pieces. Reviews marketing pieces to ensure accuracy and compliance. Assists with maintaining Advertising Log

Requirements and Qualifications                               

  • High school Diploma
  • Minimum1 year of office admin/customer service experience
  • Must be able to maintain prominent level of confidentiality
  • MS Office proficient- Word, Excel, PowerPoint, and Outlook
  • Effectively communicates using proper grammar and punctuation written, oral, non-verbal, and active listening skills
  • Strong written and verbal communication skills including use of proper grammar and punctuation 
  • Technology adept including Browser and Computer savvy and the use of various office equipment  
  • Presents in a polite, polished, and professional manner upon dealing with customers and co-workers 
City/State/Zip:Tampa, Florida 33618
Job ID:9857

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