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Trust Administrator Assistant III

City National Bank-San Diego, CA, 92101

This position supports a trust officer that services 401(k) plans where the bank acts in a trustee and recordkeeper capacity. Under the direction and supervision of a trust officer, interacts with plan sponsor client contacts on 401(k)/Profit Sharing retirement plans. The successful candidate will process financial transactions (including: contributions, distributions, participant loans, loan repayments and demographic changes), research and respond to client inquiries, maintain supporting documentation. This position is located in downtown San Diego. � *High School Diploma or GED required....
 

Administrative Assistant Jobs in San Diego, California Jobs

Howroyd Group of Companies | San Diego, CA, 92111 | 2
Job Description: Established manufacturing company is searching for a Bilingual Administrative Assistant to work in a business casual environment. We are looking for someone to answer phones, interface with clients domestic and international (primarily from Mexico), data entry, create and maintain reports in Excel, and assist Office Manager with clerical duties regarding payroll and accounting functions. You will also be responsible for any overflow filing, office mail (including UPS) and other administrative tasks. You must be proficient in MS Word, Outlook and well as have accurate data e...
Howroyd Group of Companies | San Diego, CA, 92121 |
Job Description: Great companies in Sorrento Valley, Mira Mesa and Del Mar are seeking candidates with strong administrative skills. Company offers great benefits in a casual environment. Seeking candidates that are detail oriented, assertive and confident. Must be able to multi-task and handle calls with professionalism and integrity. Candidate will be managing front office, customer service, sales administrative support and collections. We are seeking candidates that are confident in their administrative and collection ability. Pay ranges depend on experience. Software Requirements: Inter...
 
 

City National Bank Jobs

City National Bank | New York, NY, 10022 | >3
Under regular supervision, processes all types of paying and receiving transactions including specialty functions such as selling and redeeming bonds, processing exchange and foreign currency, accepting loan payments, sending outgoing wires and processing collection items. Maintains good working knowledge of bank policies and procedures. � *Minimum 2 years of teller experience required. � *Minimum 3 years of direct client contact service experience required. � *Minimum 3 years of cash handling experience required. � *Minimum 1 year of basic computer experience required. (eg. MS Word and Exc...
City National Bank | Miami, FL, 33130 | 5
Part-time and Full-time positions available Processes financial transactions accurately and efficiently in accordance with bank policies, processes and procedures. Ensures compliance with regulatory requirements including but not limited to US Patriot Act, Anti-Money Laundering and Back Secrecy Act. Identifies customer financial needs and cross-sells banking products and services by referring business to the appropriate business segments as appropriate. Depending upon the size, transaction volume of the banking center and individual experience, responsibilities may include all customer serv...
 
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