Wealth Management - Administrative Assistant - Trust Administration LEX
About The Position
Key support position with strong computer, communication, accounting and organizational responsibilities. Relieves Trust Officer(s) of daily routine administrative duties as well as handles trust accounting system maintenance issues and maintenance projects. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Requirements
- Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
- Basic accounting background and reconciliation skills.
- Interpersonal skills with co-workers, supervisors and clients.
- Excellent verbal, written and presentation skills with the ability to define and solve problems.
- Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
- Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
- Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
- Windows based computer skills.
- Proficiency with Microsoft Office word processing and spreadsheet use.
- Ability to build and work with Excel spreadsheets, including using formulas.
- Associate’s Degree or equivalent work experience required.
Nice To Haves
- Administrative Assistant experience preferred.
Responsibilities
- Receives incoming phone calls, dealing with routine inquiries and recording details for use by Trust Officer in responding to client's needs.
- Takes detailed messages and assists with research as needed for return phone calls from Trust Officer.
- Reviews mail and separates routine items.
- Handles routine bill payments and remittance set up for trust clients.
- Reviews overdraft report and coordinates maintenance with Trust Officer.
- Reviews daily account activity and coordinates questions with Trust Officer.
- Writes correspondence in coordination with Trust Officer.
- Completes trust accounting system maintenance items.
- Reviews daily tickler memo and related action items as needed.
- Coordinates video conference facilities, physical conference rooms and other logistics related to client meetings as needed.
- Assists with alternate coverage when Trust Officer is out of the office.
- Completes specialized training for administrative tasks (Discretionary Request Form preparation, Adjustment Form preparation, Unique Asset Reviews).
- Covers general receptionist function when necessary.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
