Fiduciary Administrative Assistant

Riverview Bank•Vancouver, WA

5d•$22 - $27

About The Position

Riverview is seeking an Administrative Assistant I to provide hands-on administrative support to its trust professionals. The role helps keep the Trust team running smoothly through calendar management, correspondence, mail handling, record maintenance, data entry, and scripted transactions in trust accounting and document imaging systems. The assistant also supports daily trust settlement activities and interacts with clients and internal partners. Careful, discreet, and professional service contributes to work that can significantly affect clients and their families.

Requirements

High school diploma or GED.
Some customer service or prior work experience.
Working knowledge of Microsoft Word, Excel, and Outlook, including letter formatting and calendar management.
A task-oriented, get-it-done approach and the ability to work steadily at high capacity while staying organized.
Strong attention to detail and accuracy, especially with data entry and transactions.
Discretion with sensitive and confidential information.
Professional, service-minded communication by phone, email, and in person.
Curiosity and adaptability in using evolving digital tools and artificial intelligence to enhance work quality, efficiency, decision-making, and customer experience.

Nice To Haves

Administrative, banking, or trust experience.
Experience with trust accounting or document imaging systems.

Responsibilities

Manage calendars and schedule meetings and appointments for trust team members.
Format, write, and prepare letters and other client correspondence.
Process inbound and outbound mail, including FedEx and overnight shipments.
Complete scripted transactions in the trust accounting system and process documents in the imaging system.
Perform accurate data entry and keep records up to date.
Set up and maintain record files.
Print, copy, and assemble documents and client materials.
Greet visitors and screen and route phone calls, providing professional and friendly service to clients and internal partners.
Handle sensitive and confidential client information with discretion.
Order supplies and complete other administrative duties as assigned.
Support the trust operations team with daily settlement activities.
Partner with operations to ensure daily work is completed accurately and on time.
Continuously learn about and responsibly use emerging digital tools and artificial intelligence in accordance with regulatory and ethical standards.