Position: Fiduciary Services Assistant

Location: Providence, RI (Fully Onsite)

Assignment: 1/6/2025 – 4/30/2025, Potential for Extension/Temp to Perm

Schedule: Monday – Friday, 8:30 AM – 5:00 PM

Pay: $18.31 hourly, paid weekly. (Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

Position Summary:

The position with Private Bank Fiduciary Tax Services provides the opportunity to work in support of our long standing and successful tax office providing fiduciary tax reporting.

Team members interact and work closely with Tax Officers and Spec Fiduciary Admin on notices/correspondences, refunds and payments for accounts assigned to the FTS Tax Team.

This position also provides the experience of coordinating service fulfillment within a tax reporting environment.

Responsible for specific administrative duties, such as identifying account number/name for notices, refunds, return mail and correspondences, processing check requests, refund deposits, upload documents to data management systems, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs.

May be asked to participate in projects, prepare reports and conduct research.

The associate is supervised and supported Tax Team Leadership and other Specialized Fiduciary Administrators.

College, Business School or equivalent experience helpful. Non-licensed associate.

Desired Skillset:

• Organizational skills.
• Proficient with Excel.
• Customer service focused.

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Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30lbs
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com