Administrative Assistant II, Trust, Elkhart, IN

1st Source Bank•Elkhart, IN

About The Position

Assists the trust relationship officer and supports the manager with day-to-day account administration, the development of positive client relationships. special projects, general executive administrative responsibilities and ongoing auditing/reporting/data entry for business goals and objectives.

Requirements

One (1) to three (3) years of administrative, banking industry or personal trust experience preferred
Good PC skills with experience in Microsoft Word, Excel and PowerPoint essential
Self-starter
Ability to prioritize tasks
Detail oriented, good number skills
Professional demeanor
Ability to multi-task in a fast-paced environment
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records
Strong communication and organizational skills
High School Diploma/GED required.
One (1) to four (4) year’s college preferred.

Responsibilities

Supports managers by helping to coordinate meetings, managing calendar, completing audits/reporting, data entry (as needed), and other tasks as needed
Types letters, forms, emails and handles routine mail
Responds to and/or initiates contact with high profile clientele and internal staff in a professional manner
Supports administrators as needed including on occasion the opening, closing and maintenance support on trust relationships
Generates special reports, and presentation materials as needed
Helps to coordinate local client and continued education events/activities
Answers telephones
Participates proactively in team environment
Keeps administrators informed of contacts with clients
Monitors and orders office supplies
Regular and predictable attendance is an essential requirement of the position.
Completes all compliance training related to the position
Must learn and understand all applicable laws and regulations that apply to the position and complies with the requirements
Performs all other duties as assigned.