Personal Trust Administrative Assistant
About The Position
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist Personal Trust Administrators Prepare client review reports Scan trust information to electronic archive Assist with client phone calls Assist customers while Trust Administrators are out or unavailable Foster positive customer/client relations Assist with special projects Other job related duties as assigned Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance
Requirements
- Good computer skills, including proficiency in Word, Excel and PowerPoint
- Good client communications skills
- Ability to work well under pressure and deadlines
- Strong organizational skills and an ability to multitask with accuracy
- Must be detail-oriented, accurate, dependable and a self-starter
- Ability to use independent judgment, discretion, and maintain confidentiality
- Good collaborator with team of other assistants
- Attendance and punctuality is an essential function of the job
Nice To Haves
- Basic working knowledge of investments and banking is helpful
Responsibilities
- Assist Personal Trust Administrators
- Prepare client review reports
- Scan trust information to electronic archive
- Assist with client phone calls
- Assist customers while Trust Administrators are out or unavailable
- Foster positive customer/client relations
- Assist with special projects
- Other job related duties as assigned
Benefits
- Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
