Personal Trust Admin Assistant
About The Position
Personal Trust Receptionist/Administrative Assistant Trust & Investment Management Division Duncan, OK Onsite Position LOCATION 16S 9th St Duncan,OK 73533 HOURS 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. 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
- Strong computer skills, including proficiency in Word, Excel and PowerPoint
- Good client communications skills
- Ability to work well under pressure and deadlines
- Strong organizational skills and an ability to multitask with accuracy
- Must be detail-oriented, accurate, dependable and a self-starter
- Ability to use independent judgment, discretion, and maintain confidentiality
- Good analytical skills
- Basic working knowledge of investments and banking is helpful
- Regular and consistent attendance and punctuality is an essential function of the job
Nice To Haves
- Basic working knowledge of investments and banking is helpful
Responsibilities
- Assist Personal Trust Administrators
- Assist with client phone calls
- Greet clients and staff as they enter the office
- Process receipts and distributions as instructed
- Opening and closing accounts on the trust accounting system
- Assist with maintenance of accounts on the trust accounting system
- Prepare client review reports
- Scan trust information to electronic archive
- Assist customers while Trust Administrators are out or unavailable
- Foster positive customer/client relations
- Responsible for electronic document retention and filing
- Assist with special projects
- Primary initial point of contact for customers, in person and over phone
- Other job related duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
