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  • Tinton Falls, NJ

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Banking/Trust/Fiduciary Assistant

Vaco Financial • Tinton Falls, NJ

Posted 10 days ago

Job Snapshot

Experience - At least 2 year(s)
Degree - 2 Year Degree
$40,000.00 - $45,000.00 /Year
Banking - Financial Services


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Job Description

Our Client, a growing and stable service organization in the area, is adding a trust/banking assistant to their team.

In this role the ideal candidate will be responsible for:

1 administering accounts, setting up trust accounts, verifying documentation,

2 post and reconciling deposits

3 prepare bank reconciliations, reconcile trust accounts to bank accounts

4 process disbursements, assist with month end payments and reporting

5 sort and distribute incoming mail and other assigned duties

Requirements in order to be considered for this position include:

1 must have 3+ years of experience with principles, practices, and terminology used in banking and statistical/financial record keeping and working knowledge of fiduciary laws, Medicaid laws, and insurance claim processing.

2 bachelors degree preferred but not required

3 must have strong Excel/ computer systems as well as well-developed written and verbal communication skills

This is an excellent permanent position / direct-hire opportunity with a growing and stable organization, located at a headquarters location which gives the candidate the opportunity to grow with the organization, and offers an excellent fringe benefits package including annual bonus, profit sharing…

Job ID: BBBH136692
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