Administrative Assistant I, Trust, South Bend, IN

1st Source•South Bend, IN

3d•Onsite

About The Position

Responsible for supporting the administrative assistant team in assigned region. This role involves preparing transactions on the Trust system for client accounts, updating client information in both paper and electronic files, and processing mail. The position also includes closing client accounts, preparing recurring client bills, and handling beneficiary designation forms. Additionally, the role provides backup support for mail delivery between departments, front desk coverage, closing client accounts, scanning and copying documents for the 1st Source Foundation, and assisting the Estate Team as needed. Regular and predictable attendance, completion of compliance training, and understanding of applicable laws and regulations are essential.

Requirements

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.

Nice To Haves

One (1) or more years of related experience preferred.
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

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.
Prepares recurring client bills for payment by Trust Operations.
Updates paper and electronic files with updated beneficiary designation forms.
Picks up and delivers mail between Trust Operations and Personal Trust (back up).
Covers the front desk during breaks and lunch daily and when permanent receptionist is absent (back up).
Follows checklist to close client accounts (back up).
Scan and copy documents for the 1st Source Foundation (back up).
Assists the Estate Team with similar functions on an as needed basis.
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.