Fiduciary Administrative Assistant
Vancouver, WA, United StatesYesterday
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Key details
- Salary
- $46K–$56K/yr
- Location
- Vancouver, WA, United States
- Work style
- Onsite
- Level
- Entry level
- Function
- Administrative
- Focus area
- other
- Posted
- Yesterday
Skills
artificial intelligencecalendar managementcopierscustomer servicedata entryexcelmicrosoft officemicrosoft wordoutlook
About the role
About the Role
Are you organized and dependable, and do you enjoy getting things done? Riverview is looking for an Administrative Assistant I to keep our Trust team running smoothly. You'll give hands-on administrative support to a team of trust professionals. That includes managing calendars, preparing letters, handling mail, and completing transactions in our trust accounting and imaging systems. Our trust team helps clients and families through important and sometimes difficult financial decisions that have a real impact on their lives. Your attention to detail, discretion, and professional service will play a meaningful part in that work.
The salary for this role will be between $22 and $27. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards
What You'll Do
Administrative Support (approximately 85%)
Manage calendars and schedule meetings and appointments for trust team members
Format, write, and prepare letters and other client correspondence
Process inbound and outbound mail, including FedEx and overnight shipments
Complete scripted transactions in the trust accounting system and process documents in the imaging system
Perform accurate data entry and keep records up to date
Set up and maintain record files
Print, copy, and assemble documents and client materials
Greet visitors and screen and route phone calls, providing professional, friendly service to clients and internal partners
Handle sensitive and confidential client information with discretion
Order supplies and complete other administrative duties as assigned
Operations Support (approximately 15%)
Support the trust operations team with daily settlement activities
Partner with operations to make sure daily work is completed accurately and on time
What You'll Bring
High school diploma or GED
Some customer service or prior work experience; administrative, banking, or trust experience is a plus
Experience with trust accounting or document imaging systems is a plus
Working knowledge of Microsoft Word, Excel, and Outlook, including letter formatting and calendar management
A task-oriented, "get it done" approach and the ability to work steadily at high capacity while staying organized
Strong attention to detail and accuracy, especially with data entry and transactions
Discretion with sensitive and confidential information, and an understanding that the trust team's decisions can deeply affect clients' lives
Professional, service-minded communication by phone, email, and in person
Who You'll Work With
Provide direct day-to-day support to several members of the trust team
Partner with the trust operations team on daily settlement
Interact regularly with clients and internal partners by phone, email, and in person
Receive training, guidance, and feedback from your supervisor and more senior administrative staff
Technology & Innovation:
Demonstrated curiosity and adaptability in leveraging evolving digital tools and artificial intelligence (AI) to enhance work quality, efficiency, decision-making, and customer experience.
Willingness to continuously learn and responsibly apply emerging technologies in alignment with regulatory and ethical standards.
Physical Demands
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Why Riverview
At Riverview, we're committed to providing quality service to our customers and to each other. We believe in supporting our employees' personal and professional growth. If you're dependable, detail-oriented, and want your work to make a difference for clients and their families, we'd love to hear from you.
Are you organized and dependable, and do you enjoy getting things done? Riverview is looking for an Administrative Assistant I to keep our Trust team running smoothly. You'll give hands-on administrative support to a team of trust professionals. That includes managing calendars, preparing letters, handling mail, and completing transactions in our trust accounting and imaging systems. Our trust team helps clients and families through important and sometimes difficult financial decisions that have a real impact on their lives. Your attention to detail, discretion, and professional service will play a meaningful part in that work.
The salary for this role will be between $22 and $27. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards
What You'll Do
Administrative Support (approximately 85%)
Manage calendars and schedule meetings and appointments for trust team members
Format, write, and prepare letters and other client correspondence
Process inbound and outbound mail, including FedEx and overnight shipments
Complete scripted transactions in the trust accounting system and process documents in the imaging system
Perform accurate data entry and keep records up to date
Set up and maintain record files
Print, copy, and assemble documents and client materials
Greet visitors and screen and route phone calls, providing professional, friendly service to clients and internal partners
Handle sensitive and confidential client information with discretion
Order supplies and complete other administrative duties as assigned
Operations Support (approximately 15%)
Support the trust operations team with daily settlement activities
Partner with operations to make sure daily work is completed accurately and on time
What You'll Bring
High school diploma or GED
Some customer service or prior work experience; administrative, banking, or trust experience is a plus
Experience with trust accounting or document imaging systems is a plus
Working knowledge of Microsoft Word, Excel, and Outlook, including letter formatting and calendar management
A task-oriented, "get it done" approach and the ability to work steadily at high capacity while staying organized
Strong attention to detail and accuracy, especially with data entry and transactions
Discretion with sensitive and confidential information, and an understanding that the trust team's decisions can deeply affect clients' lives
Professional, service-minded communication by phone, email, and in person
Who You'll Work With
Provide direct day-to-day support to several members of the trust team
Partner with the trust operations team on daily settlement
Interact regularly with clients and internal partners by phone, email, and in person
Receive training, guidance, and feedback from your supervisor and more senior administrative staff
Technology & Innovation:
Demonstrated curiosity and adaptability in leveraging evolving digital tools and artificial intelligence (AI) to enhance work quality, efficiency, decision-making, and customer experience.
Willingness to continuously learn and responsibly apply emerging technologies in alignment with regulatory and ethical standards.
Physical Demands
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Why Riverview
At Riverview, we're committed to providing quality service to our customers and to each other. We believe in supporting our employees' personal and professional growth. If you're dependable, detail-oriented, and want your work to make a difference for clients and their families, we'd love to hear from you.