Administrative Assistant I, Trust, South Bend, IN
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 paper and electronic files, processing mail, and closing client accounts. The position also includes preparing recurring client bills, updating beneficiary designation forms, and providing backup support for the front desk, closing client accounts, and scanning/copying documents for the 1st Source Foundation. Additionally, the role may assist the Estate Team on an as-needed basis and requires regular and predictable attendance, completion of compliance training, and understanding of applicable laws and regulations.
Requirements
- Excellent organizational skills required.
- 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.
- Performs all other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
