Associate Account Manager

Associate Account Manager Lorenz Fiduciary Services, Inc. Temecula, CA Job Details Full-time From $22 an hour 3 days ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Cash flow management Record keeping Teamwork Customer relationship building Handling insurance claims Phone communication Word processing Writing skills Processing cash transactions Research Mid-level Client relationship development Legal firm experience Financial analysis Trust administration Administrative experience Digitization Decision making Accounting Annuities Law office Financial services Typing Clerical experience Deposits Appointment scheduling Document management File organization Client interaction via phone calls Wills, trusts & estate law Full Job Description We are looking for a detail-oriented Associate Administrator to assist our Trust Account Managers and Trustees with trust and estate administration for multiple client matters. Experience in a financial services, accounting, or law office setting are a huge plus. You will assist in completing forms, reviewing, sorting and scanning correspondence, and client records. We are seeking an individual who is very organized, enjoys puzzles, and has a team-player attitude. Our company employs a teamwork approach and shares the sense of accomplishment amongst our staff, all while maintaining the individualized and high quality of service we strive for.

ADMINISTRATIVE TASKS

including:

• Sort, open, date-stamp, log and distribute incoming mail and packages
• Scan, digitize, and accurately file trust and client documents
• Maintain accurate mail logs and document tracking records
• Prepare outgoing mail and packages
• Run errands (bank, post office, UPS)
• Complete forms in accordance with company procedures.
• Perform general office duties such as typing and operating office machines.
• Inventory keys, vehicles, jewelry, and other personal property.
• Maintain complete and accurate client files and records.
• Familiarity with PDF software such as Adobe or the ability to edit PDFs.
• Proactively follow up to ensure that appropriate changes were made to resolve client/administrative issues.

CUSTOMER SERVICE

including:

• Receive and place telephone calls with clients and other professionals.
• Contact clients and vendors to obtain or relay account information.
• Develop and maintain relationships with clients, banking, insurance, and other third-party vendor personnel to obtain or relay account information.
• Occasionally schedule and coordinate appointments and/or accompany Trustee to meet with clients and other professionals.

ASSET & CASH FLOW MANAGEMENT

including:

• Examine or analyze and assist with discrepancies in accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
• Receive cash and checks and guide deposit process.
• Resolving issues or discrepancies with vendors.
• Research and assist with filing claims for pensions, life insurance, or other types of insurance, annuities, or unclaimed property held by state departments, etc.
• Assist with applying for medical, VA, or other state and federal benefits. Skills
• Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
• BONUS Economics and Accounting — Knowledge of accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources.
• Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
• Ingenuity — Using creativity to adjust or adapt existing processes to tailor services to client needs.
• Management of Financial Resources — Determining how money will be spent, and accounting for these expenditures.
• Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
• Coordination — Adjusting actions in relation to others' actions.
• Time Management — Managing one's own time and the time of others.
• Writing — Communicating effectively in writing as appropriate for the needs of the audience.
• Required Typing Speed - 50+ WPM minimum

Job Type:

Full-time Pay:

From $22.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person