Financial Support Specialist
lhhPhoenix (AZ)
About the role
Financial Support Specialist A well-established financial services organization is seeking a Financial Support Specialist to join its Phoenix team. This position offers the opportunity to work closely with Trust Officers while supporting the day-to-day administration of client trust accounts. The ideal candidate is highly organized, detail-oriented, comfortable working with financial transactions, and committed to delivering exceptional service. If you enjoy problem-solving, working with numbers, and managing multiple priorities in a professional office environment, this could be an excellent fit.
What You'll Do:
- Partner with Trust Officers to support the management of assigned trust relationships
- Establish and close trust accounts using the trust accounting platform
- Handle account-related disbursements, distributions, real estate tax payments, and estimated tax payments
- Monitor account activity to ensure adherence to company policies, procedures, and regulatory requirements
- Maintain organized and accurate account records, files, and documentation
- Track important deadlines, follow-up items, and account activities to ensure timely completion
- Coordinate with internal operations teams to facilitate smooth account administration
- Serve as a professional resource for clients, beneficiaries, attorneys, CPAs, investment managers, and other financial professionals
- Respond to account inquiries and provide outstanding client support
- Assist with reception responsibilities and front desk coverage when needed
- Support additional administrative and operational functions as directed
- Desired Background
- Financial services
- BankingTrust administration
- AccountingAdministrative support
- Client services
- Customer support
Skills & Qualifications:
Preferred Strong mathematical and analytical abilities Exceptional attention to detail and accuracy Excellent written and verbal communication skills The ability to manage competing priorities and deadlines Strong organizational and follow-up skills Sound judgment and effective decision-making capabilities Proficiency with Microsoft Office and standard business software A proactive approach and the ability to work independently or as part of a team The ability to perform effectively in a fast-paced, deadline-driven environment The Right Candidate Will BeCustomer-focused and service-oriented Dependable, professional, and highly motivated Organized with excellent follow-through Analytical and solution-driven Able to maintain discretion and confidentiality Comfortable handling financial information and account-related transactions
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