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Form of work Title: KPB Associate - member of the Trust and Estate Settlement Team
Location: 40900 Tiedeman Brooklyn, OH (Onsite)
Duration: 4 months contract with possible perm
Job Description The Associate is responsible for preparing and filing timely probate accountings and required documentation to appropriate court. Assists with day-to-day administrative functions and backs up associates/analysts within the department.
ESSENTIAL JOB FUNCTIONS
Performs day-to-day functions, such as opening mail, imaging documentation, client maintenance on trust accounting system, filing documents in account physical file Prepares accounting worksheets and summaries, then files with the appropriate Ohio county probate court by due date Ensures fees are taken correctly with each accounting
Provides front-line service to vendor who prepares all non-Ohio based accountings (i.e., prints documentation and prepares for manager signature, then files accounting with court).
Researches accounting questions posed by vendor
Establishes and maintains orderly record keeping system ensuring maintenance of confidential account files and departmental spreadsheets are up-to-date
Client Management
Provides support to team.
Relays court hearing date information to beneficiaries through written correspondence Team Collaboration
Provides backup for other Associates. Assists with updating client records on trust accounting system
Builds and maintains effective working relationships with other team members (Trust Tax, Field Trust Officers, Vendor) to ensure high quality and timely preparation of probate accountings.
Qualifications Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills Mathematical and deductive reasoning Ability to interact effectively in a team environment Demonstrated attention to detail Proficient in all Microsoft Office Applications, especially Excel and Word Exercises sound judgment, discretion and confidentiality in all matters involved in this job Takes initiative and works independently on routine as well as more complex and miscellaneous matters Excellent written and verbal communication skillsAdd Job Description
Location: 40900 Tiedeman Brooklyn, OH (Onsite)
Duration: 4 months contract with possible perm
Job Description The Associate is responsible for preparing and filing timely probate accountings and required documentation to appropriate court. Assists with day-to-day administrative functions and backs up associates/analysts within the department.
ESSENTIAL JOB FUNCTIONS
Performs day-to-day functions, such as opening mail, imaging documentation, client maintenance on trust accounting system, filing documents in account physical file Prepares accounting worksheets and summaries, then files with the appropriate Ohio county probate court by due date Ensures fees are taken correctly with each accounting
Provides front-line service to vendor who prepares all non-Ohio based accountings (i.e., prints documentation and prepares for manager signature, then files accounting with court).
Researches accounting questions posed by vendor
Establishes and maintains orderly record keeping system ensuring maintenance of confidential account files and departmental spreadsheets are up-to-date
Client Management
Provides support to team.
Relays court hearing date information to beneficiaries through written correspondence Team Collaboration
Provides backup for other Associates. Assists with updating client records on trust accounting system
Builds and maintains effective working relationships with other team members (Trust Tax, Field Trust Officers, Vendor) to ensure high quality and timely preparation of probate accountings.
Qualifications Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills Mathematical and deductive reasoning Ability to interact effectively in a team environment Demonstrated attention to detail Proficient in all Microsoft Office Applications, especially Excel and Word Exercises sound judgment, discretion and confidentiality in all matters involved in this job Takes initiative and works independently on routine as well as more complex and miscellaneous matters Excellent written and verbal communication skillsAdd Job Description
