Temporary Worker, Trust Service

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Handle incoming phone inquiries from clients and participants concerning tax documentation.

• Record returned tax forms in Excel spreadsheets.

• Uphold accounting controls by adhering to corporate and privacy regulations.

• Address and resolve client questions promptly.

• Ensure timely answering of phone calls and accurate logging of returned forms.

• Collaborate with other internal departments.

• Support the Custody Asset Management and Control team in the preparation and distribution of tax forms.

• Safeguard customer confidence and maintain the confidentiality of financial information.

• Execute other related tasks as assigned.

⛳️ Requirements

• Proficiency in Microsoft Word, Excel, and Outlook.

• Advanced skills in Excel or Macro capabilities are advantageous.

• Strong organizational, verbal, and written communication abilities.

• Capacity to multitask, prioritize, and work efficiently while maintaining precision.

• Keen attention to detail.

• Ability to work autonomously and be a motivated self-starter.

• Capability to anticipate work requirements and execute tasks with minimal supervision.

• Exceptional grammar, spelling, proofreading, listening, and follow-up skills.

• Strong interpersonal and customer service abilities.

• Ability to perform under pressure and meet strict deadlines.

• Prior professional experience handling confidential and sensitive information.

🏝️ Benefits

• Part-time temporary employment.

• Equal Opportunity Employer.

• Reasonable accommodations for qualified individuals with disabilities.