Administrative Assistant

Description We are offering a permanent employment opportunity for an Administrative Assistant in Tucson, Arizona. The individual will be part of a team working in a customer-oriented environment, where the main duties revolve around processing and maintaining customer records and ensuring compliance with established policies and procedures. Responsibilities: Accurately process and maintain customer credit applications. Ensure accurate files and records of assigned accounts are maintained. Liaise with various Operations Department functions and Trust Officers. Monitor account activity and ensure compliance with established policies, procedures, rules, and regulations. Communicate effectively with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals regarding assigned accounts. Serve as a backup for Front Desk Administrator when required. Open and close all assigned trust accounts on the trust accounting system. Maintain a tickler system for all assigned trust accounts, ensuring a high level of follow-up. Process payments, distributions, real estate taxes, and estimated tax payments for assigned accounts. Handle other duties as assigned. Requirements Proven experience in answering inbound calls effectively and professionally. Exceptional customer service skills, with a focus on delivering high-quality support. Proficient in data entry tasks, ensuring accuracy and attention to detail. Experience in managing email correspondence, including drafting, sending and sorting emails. Ability to handle both inbound and outbound calls, demonstrating excellent communication skills. Proficiency in Microsoft Excel, including creating spreadsheets, using formulas and generating reports. Experience in using Microsoft Outlook for managing emails, calendar appointments and tasks. Proficiency in Microsoft Word for creating documents, reports and letters. Demonstrable experience in scheduling appointments, managing calendars and coordinating meetings. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .