Trust Administrative Assistant

File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files. Process employee and employer contributions received through the recordkeeping system and set up and monitor recurring payments from client accounts, including monthly pension checks. Input and process distributions and payments from client accounts on demand, produce reports and Excel spreadsheets as needed, and open or close accounts per instructions. Monitor available cash and notify the Administrator of cash needs, while obtaining cost basis information and estate valuations for Court Accountings. Coordinate client meetings, prepare presentation materials and board packets, and handle incoming phone calls to answer questions and resolve problems. Sort and distribute incoming mail and run daily to the Post Office as applicable.