Trust Receptionist

FitzGerald Financial Group - Division of TowneBank Mortgage • Newport News, VA

11d • Onsite

About The Position

Under general supervision, performs assigned administrative and reception duties and functions in support of the Trust Company personnel.

Requirements

• Intermediate level knowledge of MS Office with the ability to learn other job specific software applications.
• Knowledge of office technology and peripherals.
• High level of professionalism
• Strong written and oral communication skills and ability to distill and convey information in a compelling manner.
• Skill in adopting technological advancements and facilitating into current and future responsibilities.
• Skill in discovering and working to meet underlying needs, following through on questions, requests, and complaints.
• Ability to readily modify, respond to and integrate change with minimal personal resistance.
• Ability to anticipate, monitor, and meet the needs of members (internal and external) and respond in an appropriate manner.
• High school graduate or GED
• Minimum 1 year experience in a receptionist or administrative assistant role

Nice To Haves

• Experience in Financial Services or Trust Company preferred.

Responsibilities

• Provides general administrative and clerical support as requested.
• Operates main telephone switchboard and assists callers by transferring them to the appropriate party or taking messages from the caller.
• Monitors building access for all visitors, directs them to the appropriate suite.
• Processes all office mail (sort, open, label, scan) prepares for bill pay process.
• Prepares and maintains correspondence, forms and letters as needed.
• Responds to and directs all client inquiries to the proper administrator or assistant.
• Maintains all address changes for clients according to procedures.
• Deals professionally with inquiries from the public as well as clients.
• Ensures all meeting rooms are well-maintained, organized, and presentable for scheduled events and daily use.
• Orders and maintains company supplies.
• Maintains requests and directs all office maintenance vendors as needed (HVAC, facilities, etc.).
• Daily balancing with company accounting system to checking account; various reconciliation processes as needed.
• Perform various data entry into accounting system as requested.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED