Trust Administrative Intern

Farmers and Merchants Bank of Long Beach•Santa Barbara, CA

8h•Onsite

About The Position

The Trust Administrative Intern will be assigned a designated office of Farmers and Merchants Trust Company (FMTC) to help manage trust relationships for that location and perform administrative tasks. This position provides clerical and operational support to design/complete tasks, projects, and related activities for executives, administrators, or officers in order to meet the goals and objectives of the Trust Company.

Requirements

Proficient knowledge of Microsoft Office and Windows operating environment.
Advanced proficiency in verbal and written communication.
Ability to be effective under pressure.
Advanced ability to prioritize and multi-task.
Ability to professionally interact with all levels of employees and clients.
Ability to respect and hold confidential information.
Work independently as required.
High level of positive attitude.
Professional dress

Nice To Haves

High School graduate, seeking college degree.

Responsibilities

Greeting clients and customers to the office, and scheduling client appointments.
Maintain and order administrative supplies, when necessary, and in a cost-effective manner.
Sort and distribute daily mail.
Provide office indexing support to a designated office for the imaging system.
Update client & customer information into a customer relationship management (CRM) system.
Execute communication plan (expectations) agreed to by the immediate supervisor.
Support the Trust staff in any task assigned.
Work with other departments of the Trust Company on behalf of the immediate supervisor and/or designated office to perform designated tasks.
Interface with FMTC clients, attorneys, CPAs, and other professionals in the industry, as needed.
Work on special projects, as requested.
Understand and comply with Trust Company policy/procedures, laws, regulations, and BSA/AML requirements/guidelines, as applicable to the job responsibilities.
Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements.
This position will elevate suspicious activity to supervisory staff and/or BSA department.
Completes compliance and other technical training workshops as assigned.