Trust manager assistant vs administrative assistant/personal assistant

Differences between trust manager assistant and administrative assistant/personal assistant duties and responsibilities

Trust manager assistant example responsibilities.

• Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
• Focuse on evaluating collateral assets cash flow and portfolio performance to deliver financial obligations as required by legal CMBS/RMBS notes.
• Perform bi-weekly payroll using ADP system and schedule family educators for workshops.

Administrative assistant/personal assistant example responsibilities.

• Manage local office administrative functions including payroll, invoicing and budget.
• Perform full accounting cycle using QuickBooks accounting software including budgeting and managing personal and company bank accounts.
• Manage and develop the daily clinical schedule for the in-patient rehabilitation staff taking into consideration Medicare guidelines and staffing ratios.
• Record customer records and relevant job/note information in QuickBooks.
• Organize and prepare materials & PowerPoint presentations for seminars that AutoOwners host.
• Calculate, prepare, and accurately process payroll and investigate and resolve payroll issues.
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