Legal Trust Administrative Assistant - Atlanta, GA

Canon Recruiting Group • Atlanta, GA

3d • Onsite

About The Position

This role partners closely with Private Bank Trust Officers and Trust Support Associates to support investment management and trust account administration activities. Responsibilities include monitoring and executing account maintenance requests, processing new and renewal discretionary action requests, resolving administrative review items, and supporting client digital engagement and adoption initiatives. The role may also assist with ad hoc projects, reporting, and research as needed.

Requirements

• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)
• Strong attention to detail
• Customer and client-focused mindset
• Effective collaboration and teamwork skills
• Adaptability in a fast-paced environment
• Critical thinking and problem-solving abilities
• Risk awareness and issue management skills
• Strong organizational and prioritization skills
• Account and client management experience
• Ability to simplify processes and workflows
• Strong written and verbal communication skills
• Ability to identify referral opportunities
• High School Diploma, GED, or equivalent required.
• 2–3 years of prior trust administration or trust support experience required.

Nice To Haves

• BA/BS in Business, Finance, or Economics preferred.

Responsibilities

• Supports and facilitates client requests to meet Private Bank client experience standards across all products.
• Partners with client teams, specialists, and centralized service teams to deliver Private Bank solutions.
• Identifies and resolves client issues in a timely and effective manner.
• Adheres to the Private Bank and Enterprise risk frameworks, ensuring compliance with regulatory and legal requirements.
• Assists with the Private Bank client management process.
• Performs tasks to mitigate fiduciary risk, including addressing client concerns and issues.
• Participates in ad hoc projects and prepares reports or research as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED