Administrative Assistant - Trust- Paducah, KY

Independence Bank•Paducah, KY

2h•Onsite

About The Position

The Administrative Assistant will be responsible for performing operational support and administrative duties for multiple Trust Officers, Administrative Officers, and Portfolio Managers. Tasks range from simple to complex.

Requirements

High School or GED
Computer competency and experience with Microsoft Word and Excel required
Customer service and/or clerical experience preferred

Nice To Haves

Associate Degree
Degree in business, accounting, or related field is preferred

Responsibilities

Works with Trust Officers, Administrative Officers, Portfolio Managers, and customers to process and complete customer requests
Assists in preparation of new account documents and sets up new accounts on accounting system
Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software
Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors
Performs administrative tasks, including answering the phone, staffing the reception desk, scanning, copying and printing
Assists in processing incoming bills, distribution requests, and wires
Balances daily work items in coordination with Trust Operations
Orders supplies, maintains records database systems, and performs basic bookkeeping work
Files and retrieves corporate documents, records, and reports
Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls
Assists in processing retirement plan contributions, distributions, allocations, and tax reporting
Organizes client meetings and community events
Supports retirement plan administration
Assists in preparation of prospect presentations, client meeting reviews and requests for proposals.