Trust Administration Assistant jobs in New York

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Bilingual Administration Assistant
  • SUMITOMO MITSUI TRUST BANK, LIMITED
  • New York, NY FULL_TIME
  •  

    About the Bank:

    Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.


    Department Overview:

    The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Administration Department (“ADM”) provides resources and various support services that facilitate the Branch’s flow of business in a cost-efficient way.  ADM manages communication with Head Office and Branch departments on various issues, including the management of the disaster recovery process. 

     

    Your Role Overview:

    Follow established guidelines for day-to-day, routine operational and administrative work. Responsible for providing administrative, clerical, or technical support for the department. This includes distributing information, data entry and processing transactions. Focus on daily deliverables and defined outputs under direct supervision.



    Your Duties and Responsibilities:

    1. Assists with various Accounts Payable tasks, including daily bank account reconciliation, transferring data from Concur to QuickBooks, payment preparation, and manual data entry to QuickBooks, Concur, and ATLAS.
    2. Creates Accounts Payable related reports to Head Office.
    3. Provides assistance to the Accounts Receivable function, including data entry to QuickBooks, Concur, and Atlas.
    4. Assists with various administrative tasks, which include creating various internal reports and applications, and other internal paperwork, as needed. 
    5. Manages document storage, including assistance for yearly review and destruction process for all departments.
    6. Provides administrative support for MRC related transactions.
    7. Assists with special projects as assigned.
    8. Translates various documents and announcements from English to Japanese.
    9. Performs other duties and responsibilities required by management.

     

     

    Your Qualifications:

    1. Bachelor's degree or its equivalent with 2  years of related experience.
    2. Excellent oral and written communication skills in Japanese and English.
    3. Good knowledge of Microsoft Word, Excel, Outlook and SharePoint as well as other Microsoft Office products.
    4. Good understanding of information security.
    5. Good math ability and computer skills.

     

    Why you should join SuMi Trust:

    SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.

    • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.

    • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.

    Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny

     

     

    We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview.


    The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus. 

     

    Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at https://www.smth.jp/english/about_us/philosophy 

     


  • 20 Days Ago

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Trust & Estates Administration Paralegal
  • Impact Solutions Inc
  • New York, NY FULL_TIME
  • Job Title: Trust & Estates Administration Paralegal Job Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estate...
  • 1 Month Ago

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Trust Administration Senior Business Analyst
  • Innovest Systems LLC
  • New York, NY FULL_TIME
  • SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C ...
  • 2 Months Ago

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Administration Assistant
  • Specialized Placement Group
  • New York, NY FULL_TIME
  • Job DescriptionThe purpose of this position is to perform clerical duties of moderate complexity and difficulty in accordance with the office procedures of individual departments. May include a combin...
  • 6 Days Ago

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Legal Intern – Trust Administration (2nd or 3rd year Law Student)
  • franklintempleton
  • New York, NY INTERN
  • 2024 Undergraduate Summer Intern – Job Posting Department Title: Legal Intern – Trust Administration (2nd or 3rd year Law Student) Location: This position will be based in our New York City, NY office...
  • 17 Days Ago

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Trust Officer
  • Manufacturers and Traders Trust Co
  • Buffalo, NY FULL_TIME
  • Overview: Responsible for the administration and fiduciary management within client relationships. Primary Responsibilities: Administer assigned book of client trust accounts through demonstrated prof...
  • 13 Days Ago

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Clerical/Administrative Support
  • Kelly Services, Inc.
  • Kansas City, MO
  • #x 9; Role reports to the Assigned School District Administrator who has ultimate responsibility for designing and imple...
  • 6/11/2024 12:00:00 AM

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Clerical Administrative Assistant
  • Grundy/Kendall HR Consortium
  • Yorkville, IL
  • Position Type: Secretarial/Clerical/Secretary Date Posted: 4/24/2024 Location: Yorkville Intermediate School Date Availa...
  • 6/11/2024 12:00:00 AM

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Clerical Administrative Assistant
  • New York City, NY
  • New York, NY
  • Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
  • 6/11/2024 12:00:00 AM

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Admin Clerical- Administrative Assistant
  • Pioneer Data Systems
  • Peapack, NJ
  • Position Details: Our client, a world-leading Pharmaceutical Company in Peapack, NJ is currently looking for an Administ...
  • 6/11/2024 12:00:00 AM

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Admin-Clerical - Administrative Assistant
  • Pioneer Data Systems
  • Collegeville, PA
  • Position Details: Our client, a world-leading Pharmaceutical Company in Collegeville, PA is currently looking for a Admi...
  • 6/11/2024 12:00:00 AM

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General Administrative Assistant
  • Florida National University
  • Hialeah, FL
  • Florida National University - Local applicants only. Onsite. English language fluence required (speak, write, read). Spa...
  • 6/11/2024 12:00:00 AM

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General Administrative Assistant
  • Florida National University-Main Campus
  • Hialeah, FL
  • Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
  • 6/11/2024 12:00:00 AM

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Administrative Assistant (Administrative Support III)
  • Johnson County (KS)
  • Olathe, KS
  • Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
  • 6/7/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$49,431 to $63,009

Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019