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- As a Trust Administrator, you will be responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role may involve Relationship Management responsibilities, as well as specialized knowledge in product areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc. You will collaborate with a team of experts to administer accounts, with tasks assigned based on complexity. YourAs a Trust Administrator, you will be responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role may involve Relationship Management responsibilities, as well as specialized knowledge in product areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc. You will collaborate with a team of experts to administer accounts, with tasks assigned based on complexity. Your
- One of our primary financial clients is seeking a dynamic and experienced individual to join their team as a Fiduciary and Investment Management Administrator. This role will be responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. The ideal candidate will possess an understanding of fiduciary responsibilities, investment management principles, and regulatory compliance standards. ConsOne of our primary financial clients is seeking a dynamic and experienced individual to join their team as a Fiduciary and Investment Management Administrator. This role will be responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. The ideal candidate will possess an understanding of fiduciary responsibilities, investment management principles, and regulatory compliance standards. Cons
- The main function of a Customer Service Specialist is to interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. A typical customer service specialist is responsible for determining the clients issue, offer possible solutions or providing follow-up as needed. Customer service agents may be inbound, outbound or a combination of both. Remote but prefer candidates in the San DiThe main function of a Customer Service Specialist is to interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. A typical customer service specialist is responsible for determining the clients issue, offer possible solutions or providing follow-up as needed. Customer service agents may be inbound, outbound or a combination of both. Remote but prefer candidates in the San Di
