Business Support Consultant - Wills/Trust

  • location: Austin, TX
  • type: Temporary
  • salary: $47.50 per hour

job description

Business Support Consultant - Wills/Trust

This project is to assist in processing 1000 additional trust accounts. Some of these accounts are from 60 years ago and others 5 years ago. It is vital that this person have a good understanding of basic accounting principles, trusts, and legal document review. These members are reviewing dividends and allocations of trust funds. They will need to be adaptable and able to feel confident reaching out for help if needed.

Responsibilities

This project is to assist in processing 1000 additional trust accounts. Some of these accounts are from 60 years ago and others 5 years ago. It is vital that this person have a good understanding of basic accounting principles, trusts, and legal document review. These members are reviewing dividends and allocations of trust funds. They will need to be adaptable and able to feel confident reaching out for help if needed. 





Skills

  • Business Coursework
  • Google for Business Suite
  • Legal Document Review
  • Basic Accounting Skills (2 years of experience is preferred)
  • Wills/Trusts/Estates (2 years of experience is preferred)
Education
  • Bachelors (required)
Qualifications
  • Years of experience: 4 years
  • Experience level:Experienced
Shift: First

Working hours: 8 AM - 4 PM

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