(412) 281-4080


Temp to Perm
This company provides a full range of account administration services for individually created or court ordered settlement trusts, special needs trusts, trusts for children/grandchildren/minors & pooled trusts. You must support the account manager as well as answer telephones and assist clients. You must create and maintain files and coordinate and track clients. You should keep accurate data entry for clients' information. You are responsible for reconciliation of monthly credit card statements for clients. You will assist with other related clerical duties such as photocopying, scanning, faxing, filing and collating. You will review and coordinate distribution requests for clients to ensure all necessary bills are submitted and paid. You will prepare a power point presentation, process necessary expense reports, assist with onboarding new clients, and provide coverage for team members as needed. Apply Today by emailing your resume with the position title in the subject
Contact: staffing@jcroyleassoc.com
J. Croyle & Associates, Inc
1147 Freeport Road
Pittsburgh, PA 15238
Phone: (412) 281-4080
Fax: (412) 281-8308