Trust Client Assistant
Kelly Services
**Job Title** : Trust Client Assistant
**Location** : Downtown Detroit
(100% Onsite for training first few weeks)
Hybrid after training, 3 days in office, 2 days remote.
**Pay Rate:** $20/hr
**Contract time frame:** 03/03/2025 Estimated Assignment End Date: 06/30/2025 Possibility of extension
**Experience Requirements** :
+ FileNet experience required
+ Experience working with Institutional Trust documents
+ Experience with scanning and categorizing documents into the system
**Assignment Description**
The **Contract Trust Client Assistant** supports the Comerica Trust group, specifically assisting Trust Advisors and their book of business. The position involves working closely with Trust Advisors and internal partners to complete both routine and non-routine administrative tasks.
**Position Responsibilities**
+ **Report Preparation** : Prepare reports for Trust Advisors and internal business partners.
+ **Data Entry** : Handle check writing, ACH set-up, and editing account information.
+ **Account Maintenance** : Manage customer accounts, coordinate changes to account files, statements, and update name/address information.
+ **Account Management** : Execute procedures to open/close/transfer accounts.
+ **Client Interaction** : Provide proactive and reactive contact with clients for routine requests, crisis resolution, and problem-solving.
+ **Document Understanding** : Gain a basic understanding of trust agreements and documents.
**Position Competencies**
Successful candidates must demonstrate the following competencies:
+ **Written Communication** : Effective writing skills for clear communication.
+ **Problem-Solving** : Ability to identify and address issues efficiently.
+ **Organizational Skills** : Strong ability to organize and prioritize tasks.
+ **Multi-tasking** : Ability to handle daily/weekly/monthly tasks and ongoing projects efficiently.
+ **Accuracy** : Precision in performing tasks and maintaining data.
+ **Technical Skills** : Proficiency in using systems, such as FileNet, and Microsoft Office.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
Get a complete career fit with Kelly ® .
You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
About Kelly
Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center.
Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Confirm your E-mail: Send Email
All Jobs from Kelly Services