Trust Funding Assistant in Buffaflo, NY


Selective Staffing Posted: 2020-10-29

Buffaflo, NY 14225

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Position: Direct Hire Trust Funding Assistant
Location: Buffalo, NY 14225 Compensation: $40k
Hours: M-F, 8:30am-5:00pm

Responsibilities:
• Type, format, proofread and edit Real Estate and Trust documents from notes using a computer
• Type, format, proofread and edit communications with insurance companies and financial institutions
• Frequent contact with institutions, and some contact with clients for inquiries
• Completion of financial transfer forms for stocks and brokerage accounts.

Education, Experience, and Skills Required:
• Previous experience working with Trust Funds preferred
• Proficient in MS Office Suite & internet-based systems
• Must have excellent verbal & written communication skills
• Must be able to work independently & collaboratively
• Must be detail oriented and maintain confidentiality

Additional job postings w/descriptions are located on our website. Email your resume via Quick Apply or call 716-634-3300 to schedule a phone interview.

PHONE INTERVIEWS
SEND A RESUME & REFER A FRIEND!
Phone: (716) 634-3300 Fax: (716) 634-3900
Monday - Friday between 9:00AM – 4PM

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