218263 Legal - Trust Administrative Professional- Providence, RI

Canon Recruiting Group

218263 Legal - Trust Administrative Professional- Providence, RI

Providence, RI
Full Time
Paid
  • Responsibilities

    POSITION: Legal - Trust Administrative Professional
    FULLTIME: 12/29/25 - 12/28/26
    (temp to hire assignment)
    LOCATION: Providence, RI 
    (onsite)
    SCHEDULE: M-F 8am-5pm
    PAY RANGE: $19.61/HR

    (Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

    Job Description:
    Responsible for working closely with Private Bank Trust Officers and Trust Support associates to support functions related to investment management and trust account administration. Key responsibilities include but are not limited to monitoring and executing account maintenance requests, processing new and renewal discretionary action requests, resolving administrative review action items, and driving client digital engagement and adoption. May be asked to participate in ad-hoc projects, prepare reports, and conduct research.

    Responsibilities:
    • Supports and facilitates client requests to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
    • Partners with client teams, specialists, and centralized service teams to deliver Private Bank capabilities and solutions
    • Identifies and resolves client issues in an effective and timely manner
    • Adheres to Private Bank and Enterprise risk framework and complies with regulatory and legal requirements
    • Assists with the Private Bank client management process
    • Performs tasks necessary to mitigate fiduciary risks, including addressing client issues and concerns
    • BA/BS degree in Business, Finance or Economics desired

    Skills:
    • Experience with Microsoft Office (i.e. Excel, Word, PowerPoint, etc)
    • Attention to Detail
    • Customer and Client Focus
    • Collaboration
    • Adaptability
    • Critical Thinking
    • Risk Management
    • Administrative Services
    • Issue Management
    • Prioritization
    • Problem Solving
    • Account Management
    • Client Management
    • Process Simplification
    • Strong Written and Verbal Communication
    • Referral Identification

    Requirements:

    High School Diploma/GED/Secondary School or equivalent; 2-3 years prior trust administration and support experience.

    Top 3 skillsets:
    Critical Thinking
    Attention to Detail
    Adaptability

    Working Conditions:

    • May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
    • The ability to lift up to 30lbs.
    • Use of computers and technology.

    Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon can improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com