Administrative Assistant, Trust Investments
About The Position
Administrative Assistant, Trust Investments Oklahoma City, OK Onsite Position BancFirst Tower, Downtown Oklahoma City 100 N. Broadway Avenue, Oklahoma City, OK 73102 Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide general administrative support to the investment team of BancFirst Trust & Investment Management. Assist with the preparation and distribution of investment analysis reports. Assist with investment compliance reporting. Prepare reports for client meetings as needed. Assist with the maintenance of approved securities lists. Assist with the investment management segment of prospect development and marketing presentations. General data input, file maintenance, and other duties as assigned. Regular and consistent attendance is an essential function of this position Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.
Requirements
- Excellent interpersonal communication skills, attention to detail, and positive attitude.
- Excellent personal computer and software applications skills including proficiency with Microsoft Excel, PowerPoint, and Word.
- Self-starter with ability to work on a variety of assignments simultaneously.
Nice To Haves
- Minimum of 2 plus years relevant experience or education desired.
- Prior experience in financial planning/investment management industry preferable.
Responsibilities
- Provide general administrative support to the investment team of BancFirst Trust & Investment Management.
- Assist with the preparation and distribution of investment analysis reports.
- Assist with investment compliance reporting.
- Prepare reports for client meetings as needed.
- Assist with the maintenance of approved securities lists.
- Assist with the investment management segment of prospect development and marketing presentations.
- General data input, file maintenance, and other duties as assigned.
- Regular and consistent attendance is an essential function of this position
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
