Administrative Assistant III - Trust and Wealth

Frost • Fort Worth, TX

2d

About The Position

This role is about supporting people, our people. The Administrative Assistant III provides support to managers and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. The ideal candidate enjoys working cross-functionally with other lines of business in the organization and sees this as an opportunity to build long-lasting relationships. The role requires the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

Requirements

• 2+ years of administrative experience or 3+ years of banking experience
• Demonstrated ability to independently manage administrative processes
• Strong working knowledge of business specific programs and applications
• Ability to communicate with all levels of personnel, including external contacts
• Strong organizational skills
• Demonstrated attention to detail
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Nice To Haves

• 3+ years of administrative experience or 5+ years of banking and/or Trust Services experience
• Ability to prepare meeting information packets leveraging internal data sources and contacts
• Ability to organize networking events with internal partners and external Centers of Influence
• Ability to attend ongoing client and prospect engagement events
• Proficiency in Salesforce
• Ability to organize and manage confidential client records

Responsibilities

• Proactively anticipate business needs and provide solutions to foreseeable issues to maintain office efficiency
• Pull and format data from multiple sources in the most appropriate way for intended audience
• Rely on institutional knowledge to act outside of established procedures to adapt to unforeseen issues or complications
• Hold ownership of administrative processes and assist in the development of other administrative assistants
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed