Financial Administrative Assistant

  • location: Tampa, FL
  • type: Permanent
  • salary: $43,000 - $45,000 per year
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job description

Financial Administrative Assistant

Our client, a financial company is looking for an Administrative Associate to join their team located in the Westshore area.

Review and rebalance account funds as directed
??? Open and close accounts
??? Process client instructions regarding money movement
??? Take appropriate steps to avoid overdrafts to accounts
??? Complete all transition related paperwork promptly and accurately
??? Process property authorized invoiced payment requests of clients
??? Answer clients questions daily
??? Process checks into CSS promptly and accurately
??? Support the processing of recurring monthly pension and lump sum distributions promptly and accurately
??? Perform quality control monitoring daily
??? Support the preparation of administration reviews of clients
??? Complete filing, research, and imaging promptly and accurately
??? Perform other duties as assigned

Working hours: 8:00 AM - 5:00 PM

High school diploma or equivalent
- 1-3 years administrative experience in trust or investment management
- Ability to multi-task

High School


- Excellent verbal and written communication skills
- Proficient with Microsoft Office software and Adobe
- Familiar with trust accounting technology and able to learn job required systems and programs

Permanent position
M-F 8am-5pm
If interested and qualified please email your resume to

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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