Trust Receptionist

CENTRAL BANCOMPANY, INC.Columbia, MO
19h

About The Position

Greet and assist clients and guests Answering and directing phone calls Manage the Front Lobby and Conference Rooms Order marketing materials, supplies and office equipment Manage and facilitate communication with clients in scheduling meetings when needed Assist with location events including mailing lists, holiday and birthday cards, and RSVP's Bill Pay & posting monthly electronic statements Disseminate daily mail & blue bag items Manage Legal File area Assist with expense reporting Maintain the printer and printer area Office Key Coordinator Manage Trust Account Deposits Office reporting such as overdraft reports and obituaries Perform other duties and special projects assigned such as, but not limited to, notaries, document imaging and assisting with meeting preparation

Requirements

  • High school graduate (some college preferred) and 2-3 years related experience or training; or equivalent combination of education and experience
  • Knowledge of banking applications helpful
  • Attention to detail and quality time management skills are essential
  • Ability to speak professionally with clients and employees of all departments
  • Working knowledge of Microsoft Office
  • Ability to be flexible with assignments
  • Knowledge of estate planning and investment terms are helpful

Responsibilities

  • Greet and assist clients and guests
  • Answering and directing phone calls
  • Manage the Front Lobby and Conference Rooms
  • Order marketing materials, supplies and office equipment
  • Manage and facilitate communication with clients in scheduling meetings when needed
  • Assist with location events including mailing lists, holiday and birthday cards, and RSVP's
  • Bill Pay & posting monthly electronic statements
  • Disseminate daily mail & blue bag items
  • Manage Legal File area
  • Assist with expense reporting
  • Maintain the printer and printer area
  • Office Key Coordinator
  • Manage Trust Account Deposits
  • Office reporting such as overdraft reports and obituaries
  • Perform other duties and special projects assigned such as, but not limited to, notaries, document imaging and assisting with meeting preparation

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1-10 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service