Talantix.io
Farber Debt Solutions•13.03.26
AI SCORE 8.2

Central Assessment Trustee - Remote Position

$70K–$90K/year
RemoteFinancial Services
CRM Systems•Microsoft Excel•Negotiation Skills•Data Analysis•Compliance Standards•Customer Service

About the Role

We are seeking a dedicated Central Assessment Trustee - Remote to join our team. In this role, you will be responsible for managing client assessments, ensuring compliance with insolvency regulations, and providing exceptional service to our clients. This position offers the flexibility of remote work while contributing to a vital aspect of financial services.

What You'll Do

  • Conduct thorough assessments of client financial situations and provide recommendations for insolvency solutions.
  • Utilize CRM systems and Microsoft Excel to track client progress and maintain accurate records.
  • Engage in negotiations with creditors and stakeholders to facilitate effective debt resolution.
  • Prepare legal documents related to bankruptcy and insolvency processes.
  • Collaborate with cross-functional teams to enhance service design and user experience.
  • Perform data analysis to identify trends and improve operational efficiency.
  • Participate in annual company events and contribute to a positive team culture.
  • Stay updated on industry regulations and best practices in insolvency and financial services.

Requirements

  • 3-5 years of experience in a financial services or insolvency-related role.
  • Strong negotiation skills and ability to communicate effectively with clients and stakeholders.
  • Proficiency in Microsoft Office Suite, particularly Excel, for data management.
  • Experience with CRM systems and data analysis tools.
  • Knowledge of compliance standards such as FedRAMP, NIST, HITRUST, and HIPAA.
  • Ability to work independently and manage multiple client cases simultaneously.
  • Strong organizational skills and attention to detail.

Nice to Have

  • Experience in UX/UI design or product management.
  • Familiarity with journey mapping and service design methodologies.
  • Previous experience in customer service or client-facing roles.

What We Offer

  • Remote work model with flexible hours.
  • Vacation and wellness days to promote work-life balance.
  • Comprehensive health and dental coverage.
  • Employee Assistance Program and mental health resources.
  • Company-matching retirement savings plan.
  • Financial support for professional development and training.
  • Annual company events to foster team spirit.
  • Exclusive access to perks and discounts for employees.
Why This Job8.2 of 10

This remote Central Assessment Trustee role offers a competitive salary and comprehensive benefits, making it an attractive opportunity for professionals in financial services.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficient in CRM Systems such as Salesforce or HubSpot, with a strong ability to analyze client data and generate reports using Microsoft Excel for effective decision-making.

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Self-motivated and disciplined to thrive in a fully remote work environment, demonstrating excellent time management skills to balance client assessments and compliance tasks efficiently.

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Detail-oriented with a strong understanding of compliance standards in the financial sector, enabling the candidate to navigate insolvency regulations and ensure thorough and accurate client evaluations.

Learning Resources

→Salesforce CRM Basicscourse
→Microsoft Excel Data Analysis Tutorialarticle
→Understanding Compliance Standards in Financial Servicescourse

Career Path

Central Assessment Trustee(Now)→Compliance Analyst(1-2 years)→Senior Financial Consultant(3-5 years)

Market Overview

Market Size 2024
$82.2B
Annual Growth
14.2%
AI Adoption in CRM
40%
Investment in CRM Technologies
+25%
Labour Demand for CRM Roles
+20%
Avg Salary for CRM Professionals
$75K

Skills & Requirements

Required
CRM SystemsMicrosoft ExcelNegotiation Skills
Growing in Demand
SalesforceData Visualization (Tableau, Power BI)Customer Journey Mapping
Declining
Traditional TelemarketingBasic Excel Functions

Domain Trends

Rise of AI in CRM
40% of CRM systems are integrating AI features, enhancing customer interactions and predictive analytics.
Shift to Remote Customer Engagement
70% of businesses are adopting remote engagement strategies, increasing the demand for remote roles in customer service.
Data Privacy Compliance Focus
Over 60% of organizations are prioritizing compliance standards, leading to increased demand for roles that understand GDPR and other regulations.

Industry News

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