Trust Administrative Assistant (IRA Support) Pennington, NJ

Job Title: Trust Administrative Assistant (IRA Support)

Contract Assignment: 11/3/2026 until 11/2/2026

Location: Pennington NJ

Pay: $18.65/HR paid weekly.

Schedule: Monday Friday Standard Business Hours

Job Summary:

The Trust Administrative Assistant provides administrative and operational support to the Private Banks Trusteed Individual Retirement Account (TIRA) line of business. This role works closely with Specialized Fiduciary Officers Trust Administrators and National Trust Services Managers to ensure accurate efficient and compliant delivery of IRA account-level services. The position involves performing money movement and tax-related transactions managing account maintenance activities and supporting client and officer needs with professionalism and attention to detail.

Key Responsibilities:

• Provide administrative support to Specialized Fiduciary Officers Team Leaders and Group Managers within the Private Banks IRA business.
• Perform day-to-day IRA account functions including account openings maintenance contributions distributions rollovers and tax-related transactions.
• Coordinate and communicate with both internal and external partners such as Attorneys CPAs Fiduciary Accountants Financial Advisors Sales Compliance Operations and Technology teams.
• Prepare correspondence routine letters and email communications to support client and internal inquiries.
• Manage documentation file retrieval imaging and recordkeeping in accordance with regulatory and firm standards.
• Participate in projects assist with reporting and research and act as a backup for Officers as needed.
• Ensure all actions meet compliance and quality standards while maintaining confidentiality of client information.
• Deliver accurate timely administrative support to enhance the client experience within the Private Banks fiduciary services.

Qualifications:

• Experience: 13 years of experience in retirement account administration Private Banking Trust services or administrative support preferred.
• Skills: Strong attention to detail organizational skills and ability to manage multiple priorities independently.
• Knowledge: Familiarity with IRA account processes trust administration or financial operations is a plus.
• Communication: Excellent written and verbal communication skills; comfortable coordinating across teams and with external partners.
• Technical: Proficiency in Microsoft Office Suite (Word Excel Outlook) and financial systems or CRM tools.

Ideal Candidate:

The ideal candidate is detail-oriented reliable and customer-service focused with a solid understanding of banking operations or retirement account administration. They thrive in a fast-paced team-oriented environment and are committed to maintaining the highest standards of accuracy and compliance in every transaction.

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