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Are you ready to utilize your skills and abilities in the financial services industry? We are seeking a highly motivated and detail-oriented professional to join our team as a 3 + month contract Trust Client Assistant . This role is available for remote or hybrid work in Palm Beach Gardens Florida and paying $22.00 per hour.

As a Trust Client Assistant, you will play a crucial role in maintaining client accounts, preparing essential reports, and ensuring the seamless execution of account procedures. Your excellent communication skills, problem-solving abilities, and organizational prowess will be key in providing exceptional service to the clients, internal partners, and external stakeholders.

This position is perfect for someone with a blend of customer contact experience, proficiency in Microsoft Office, and the ability to thrive in a fast-paced environment. If you are detail-oriented, capable of multi-tasking, and eager to make a meaningful impact, we want to hear from you!

Position Competencies:

• Effective written communication

• Problem-solving and organizational skills

• Functional and technical skills

• Accuracy and attention to detail

• Ability to multi-task and prioritize tasks and projects for maximum efficiency

Position Responsibilities:

• Prepare reports for Trust Advisors and internal business partners

• Perform data entry, including check writing, ACH set-up, and account information editing

• Maintain customer accounts, coordinating changes to account files, statements, and name/address information

• Execute procedures to open/close/transfer accounts

• Contact clients proactively and reactively for routine requests, crisis resolution, and problem-solving

• Acquire a basic understanding of trust agreements/documents

• Serve internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions

• Prepare reports for annual account reviews

• Perform data entry, including check writing, ACH set-up, and account information editing

• Access statements, account data, and tax reports from various proprietary databases

• Maintain customer accounts, coordinating changes to account files, statements, and name/address information

• Monitor clients' daily cash positions for overdrafts and exceptions to cash policy

• Ensure sufficient funds are available in accounts to meet trust agreement objectives

• Execute procedures to open/close/transfer accounts; collect assets from brokers or outside institutions

• Proactively and reactively contact clients for routine requests, crisis resolution, and problem-solving

Position Qualifications:

• 2 - Year College Degree

• 2 years in a customer contact position

• 2 years communication experience (telephone, written/email, verbal) in an office environment

• 1 year experience using automated systems

• 1 year Microsoft Office experience

If you're ready to take the next step in apply today

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.