Administrative Assistant (Level II) - TalentBridge

Job Title: Administrative Assistant

Job Location: Providence, RI 02903

Fully On-Site: 5 days in the office (Monday – Friday, 8:30 AM – 5:00 PM)

Duration: Contract for 4 Months 

Position Summary:
Join our Private Bank Fiduciary Tax Services team, where you will contribute to the seamless operation of our established and successful tax office. This role offers the opportunity to engage in fiduciary tax reporting while supporting Tax Officers and Specialized Fiduciary Administrators in managing notices, correspondences, refunds, and payments for accounts assigned to the Fiduciary Tax Services (FTS) Tax Team.
you will play a key role in coordinating service fulfillment in a tax reporting environment, ensuring accuracy, compliance, and exceptional client service.

Key Responsibilities:
Identify and process account numbers and names related to notices, refunds, return mail, and correspondences.
Manage administrative tasks such as:

• Processing check requests and refund deposits.
• Uploading documents to data management systems.
• Writing routine letters and emails to support client accounts.
• Prepare reports, conduct research, and participate in projects as assigned.
• Collaborate closely with Tax Team Leadership and Specialized Fiduciary Administrators to deliver accurate and timely services to clients.

Qualifications:
Education: College degree, business school certification, or equivalent experience preferred.
Experience: Prior administrative or tax-related experience is beneficial but not required.

Skills and Competencies:
Organizational Skills: Ability to manage multiple priorities efficiently.
Technical Proficiency: Skilled in Microsoft Excel and other data management systems.
Customer Service: Strong focus on delivering quality service and building client relationships.
Attention to Detail: High level of accuracy in managing and processing sensitive financial information.

Role Benefits:
Opportunity to develop expertise in fiduciary tax services.
Collaborative and supportive work environment with professional growth potential.
If you’re detail-oriented, customer-focused, and eager to contribute to a dynamic tax services team, we encourage you to apply for this exciting opportunity.