Trust Assistant/Receptionist

Job description

Company Description

Cardinal Trust provides concierge Trustee and Estate Administration services for clients across the United States. Based in New Mexico with locations in Albuquerque, Santa Fe, and Las Cruces. We are a “high touch” fiduciary with a deep bench, administering Revocable and Irrevocable, Special Needs, and Personal Injury Settlement Trusts. Come join our growing team!

Role Description

This is a full-time, on-site role for a Trust Assistant/Receptionist located in Albuquerque, NM. The Trust Assistant/Receptionist will be responsible for providing administrative support, assisting with estate administration and trust administration tasks, and delivering exceptional customer service. Daily tasks include answering phone calls, scheduling appointments, managing correspondence, greeting clients, and handling inquiries. The role also involves maintaining records, preparing documents, and assisting trust officers with various tasks.

Qualifications

• Excellent Communication and Customer Service skills

• Strong Analytical Skills and proficiency in Estate Administration

• Experience in Administrative Assistance

• Attention to detail and strong organizational skills

• Ability to manage multiple tasks efficiently

• Proficiency in Microsoft Office Suite

• Previous experience in the financial or legal industry is a plus

• High school diploma or equivalent required; associate or bachelor's degree preferred