Current Job Openings
Administrative Coordinator – TalentZok
OVERVIEW
Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties listed below.
Immediate opening for a Administrative Coordinator in Temecula, CA who possesses:
- 2-3 years of recent office experience and very good MS Word and Excel skills
- Excellent communication skills
- Proven ability to multi-task
Email resumes to dandriacchi@talentzok.com or call 858.633.2357.
FULL 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.
The selected candidate will be responsible for:
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.
- Operate computers programmed with accounting and other software to store and analyze information.
- 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.
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.
The selected candidate will also possess:
- 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
Salary Range: $23.00/hour
For immediate and confidential consideration, please email your resume to dandriacchi@talentzok.com or call 858.633.2357.
More information can be found at www.talentzok.com