What are the responsibilities and job description for the Administrative Assistant position at Anchor Trust Management?
Company Description Anchor Trust Management specializes in trust administration, probate, and related litigation services. The organization is dedicated to providing clients with careful, detail-oriented management of sensitive financial and legal matters. Team members work closely with clients, legal professionals, and financial institutions to support long-term planning and resolution of complex estates. Anchor Trust Management values integrity, accuracy, and client-focused service in every engagement. The company offers a professional environment where detail-oriented individuals can contribute to meaningful, client-centered work.
Role Description The Administrative Assistant is a full-time, hybrid role based in Tampa, FL, with a mix of in-office and work-from-home days. This position supports daily operations by managing calendars, scheduling meetings, and coordinating communication between internal team members, clients, and external partners. Responsibilities include organizing and maintaining electronic and physical files, preparing and formatting documents, assisting with data entry into trust and case management systems, and tracking deadlines for trust administration, probate, and litigation matters. The role also involves answering phones and emails, handling mail, dealing with institutions, and providing general administrative support to the attorney. The Administrative Assistant is expected to maintain confidentiality, ensure accuracy in all work product, and support a professional and organized office environment.
Qualifications
- Strong organizational and time management abilities, including managing multiple tasks, prioritizing deadlines, and maintaining orderly records.
- Proficiency with office software and tools, such as Microsoft Office (Word, Excel, Outlook), document management systems, and basic data entry.
- Effective written and verbal communication skills for interacting with clients, colleagues, and external partners in a professional manner.
- Attention to detail and accuracy in preparing and reviewing forms, reviewing information, and maintaining confidential records.
- Ability to work independently and collaboratively in a hybrid environment, with reliable self-management and follow-through.
- Previous administrative experience in legal, financial, or professional services environments is preferred.
- High school diploma or equivalent required; additional coursework or an associate’s degree in business, administration, or a related field is a plus.