Administrative Assistant I, Trust, Lafayette, IN

1st Source•Lafayette, IN

8d•Onsite

About The Position

POSITION SUMMARY Responsible for supporting the administrative assistant team in assigned region. ESSENTIAL REQUIREMENTS Serves as receptionist for Wealth Advisory services in Lafayette Prepares transactions on Trust system for client accounts. Updates paper and electronic files with updated client information. Picks up, delivers and processes inter-office and U.S. Mail. Closes client accounts. Assists the Trust Team with the following: Handles recurring client bills for payment Updates paper and electronic files with updated beneficiary designation forms Assists the Estate Team and Trust Team with similar functions on an as needed basis Prepares account opening paperwork Updates and prepares investment policy statements Prepares and processes IRA distributions Prepares and processes Discretionary Distributions Maintains Excel spreadsheets Assists with client and prospect events, meetings and phone calls Prepares accountings for court approved accounts Orders and maintains supplies Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Requirements

One (1) or more years of related experience preferred.
Excellent organizational skills required and ability to work independently.
Pleasant and professional telephone skills.
Working knowledge of Microsoft Excel and Word.
Ability to handle multiple tasks in a fast-paced environment.
Dependable, detailed oriented and a team player.
High School Degree or GED required
Regular and predictable attendance is an essential requirement of the position.

Nice To Haves

Prior data entry or clerical experience preferred.
Prior general office experience helpful; including experience in operating scanner and copier.
1 - 3 years’ college preferred.

Responsibilities

Serves as receptionist for Wealth Advisory services in Lafayette
Prepares transactions on Trust system for client accounts.
Updates paper and electronic files with updated client information.
Picks up, delivers and processes inter-office and U.S. Mail.
Closes client accounts.
Handles recurring client bills for payment
Updates paper and electronic files with updated beneficiary designation forms
Assists the Estate Team and Trust Team with similar functions on an as needed basis
Prepares account opening paperwork
Updates and prepares investment policy statements
Prepares and processes IRA distributions
Prepares and processes Discretionary Distributions
Maintains Excel spreadsheets
Assists with client and prospect events, meetings and phone calls
Prepares accountings for court approved accounts
Orders and maintains supplies
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.