About The Position

The Administrative Assistant provides key administrative, computer, communication, accounting, and organizational support to Trust Officers. The role relieves Trust Officers of routine daily duties and handles trust accounting system maintenance and related projects. It also requires professional customer service, effective communication with bank employees and customers, and adherence to the Bank’s policies and applicable laws and regulations. The employee is expected to complete assigned compliance training in a timely manner.

Requirements

  • Associate’s degree or equivalent work experience.
  • Basic accounting background and reconciliation skills.
  • Interpersonal skills for working with coworkers, supervisors, and clients.
  • Excellent verbal, written, and presentation skills, including the ability to define and solve problems.
  • Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
  • Basic math skills and understanding of math methods used in budgeting, accounting, and calculations; ability to perform arithmetic with whole numbers, fractions, and decimals.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence and speak effectively before groups of customers or employees.
  • Windows-based computer skills.
  • Proficiency with Microsoft Office word processing and spreadsheets, including building and using Excel spreadsheets with formulas.

Nice To Haves

  • Administrative Assistant experience.

Responsibilities

  • Answer incoming phone calls, handle routine inquiries, record details for Trust Officers, take detailed messages, and assist with research for return calls.
  • Review incoming mail and separate routine items.
  • Handle routine bill payments and remittance setup for trust clients.
  • Review overdraft reports and coordinate maintenance with Trust Officers.
  • Review daily account activity and coordinate questions with Trust Officers.
  • Prepare correspondence in coordination with Trust Officers.
  • Complete trust accounting system maintenance items.
  • Review daily tickler memos and related action items as needed.
  • Coordinate video conferencing, conference rooms, and other logistics for client meetings.
  • Provide alternate coverage when a Trust Officer is out of the office.
  • Complete specialized training for administrative tasks, including Discretionary Request Form and Adjustment Form preparation and Unique Asset Reviews.
  • Cover general receptionist duties when necessary.
  • Maintain proficiency in Bank policies and procedures, comply with applicable laws and regulations, and complete assigned compliance training.
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