About The Position

Responsible for a variety of department operational duties and support functions in the Trust Department. Assist Trust Administrators with various duties related to their client relationships and clerical related functions.

Requirements

  • High school diploma or equivalent; degree or equivalent certification is desired.
  • Knowledge of basic office structure and information flow
  • Knowledge of Windows XP
  • Strong Word and Excel skills needed
  • Able to master new computer programs and systems
  • Accurate typing skills - minimum 40 wpm
  • 3+ years clerical experience or equivalent higher level education
  • Well organized
  • Good interpersonal and public relations skills
  • Cooperative and willing to assist others

Responsibilities

  • Opens and sorts all incoming mail. Retrieves and distributes intra-office mail. Prepares mail for office couriers.
  • Maintains account administrative files.
  • Sorts, copies, and distributes reports, documents, and files.
  • Clerical type duties such as setting up new accounts on the computer systems, typing, answering phones, and serving as a receptionist for the Trust Department.
  • All other duties as assigned.
  • Assists and backs up staff as needed.
  • Keeps management informed of area activities and of any significant problems.
  • Represent the Bank in a courteous and professional manner.
  • Run errands as requested.
  • Assist with special projects as assigned.
  • Ensure that work area is clean, secure, and well maintained.
  • Advanced Customer service skills, self-starter.
  • Must be able to read and understand legal documents, i.e. trust instruments, wills, etc.
  • Detail oriented with accuracy required in all tasks.
  • Able to work with multiple employees.
  • High level of confidentiality required.
  • Able to prioritize and perform several tasks at one time.
  • Excellent oral and written communication skills.
  • Maintain integrity of account information.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

501-1,000 employees

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