Finance Support Specialist

Job Description
Financial Support Specialist
Location:
Onsite in Phoenix, AZ 85028
Compensation:
$20.00 - $23.00 per hour
Position Type:
Temp to Hire
Launch Your Career in Trust & Financial Services
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.

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
Financial services
Banking
Accounting
Administrative support
Client services
Customer support
Proficiency with Microsoft Office and standard business software
Customer-focused and service-oriented
Comfortable handling financial information and account-related transactions
This is a great opportunity for someone looking to build a career in trust administration and financial services while gaining exposure to client account management, financial transactions, and relationship support in a professional office setting.

Pay Details

$20.00 to $23.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity
Employer/Veterans/Disabled
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: