Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Operations and Fiduciary Assistant
Job
Avanti Oregon
Eugene, OR (In Person)
$57,200 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
61
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Job Overview We are seeking a proactive and detail-oriented Operations and Fiduciary Assistant to join our dynamic team. In this vital role, you will support the management of estate planning, financial services, and asset management operations, ensuring seamless execution of fiduciary responsibilities. Your expertise will help uphold the highest standards of compliance, accuracy, and client service while contributing to the efficient administration of complex financial arrangements. This position offers an exciting opportunity to develop your skills in financial analysis, legal frameworks, and relationship management within a fast-paced environment committed to excellence. Responsibilities Phone calls
- Answering the Avanti phone. Contacting businesses and institutions related to authority or billing questions. Training on and taking inquiry calls from clients, attorneys and other stakeholders. Invoicing
- Helping the Operations Director with all monthly invoicing tasks. Scan and file monthly client cost advance and Avanti debit receipts to Mari. Organization
- Updating Dropbox filing system. Organizing client files. File audits for fiduciary clients. Updating client relationship management system (EMS). Updating project management software. Maintaining office organization, cleanliness. Beauty and order. Mail processing
- Processing Avanti and client mail per the established process. Corner office
- Understand and fill-in for Client Finance duties. Build out historical ledgers for new fiduciary clients. Office equipment and supplies
- Trouble shoot office equipment; help staff with technology. Manage, update and fill inventory. Reporting
- Training on and aiding in all reporting processes. Redact bank statements for annual accounting report packets. Scheduling
- Managing calendars for fiduciaries. Client Documents
- New client document sorting and filing. Executing Authority
- Prepare and send Change of Authority letters. Follow up consistently. Ensure application of new authority. Client Assets
- Coordinate house clean out, estate sale, storage unit coordination for fiduciary clients.
Pay:
$25.00- $30.