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Office Assistant - Financial Services - Grow With Us!

Madison Trust Company Montvale, NJ

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We are seeking an Office Assistant to handle incoming and outbound phone calls and manage client interactions.You will provide for a friendly and positive reception experience and will be various administrative tasks for our growing client base.


  • Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
  • Conduct timely follow up with clients and guide them in the transfer and funding process.
  • Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
  • Answer and direct incoming client inquiries and direct them to the appropriate department.


  • A can do attitude and a strong interest professional growth.
  • Highly organized with the ability to multitask and track multiple workflows simultaneously.Background in customer support, financial / banking services a plus.
  • A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset
  • Bachelors degree in a related field a plus though definitely not a requirement.

Madison Trust Company


1 Paragon Drive Montvale New Jersey

Montvale, NJ




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