1 Trust Administrative Assistant 2 Job in Bartlesville, OK
Arvest Bank is Hiring a Trust Administrative Assistant 2 Near Bartlesville, OK
Exempt: No
Salary Grade: Grade 12
Position is located at 100 SE Frank Phillips Blvd. in Bartlesville, Oklahoma.
Position is Monday through Friday 8 am to 5 pm with the ability to work additional hours as needed.
Summary:
SUMMARY: Under general supervision, the Trust Administrative Assistant 2 is responsible for providing administrative services to the less complex yet high level clients, which includes setting up new accounts on the trust systems and obtaining and maintaining legal documentation; communicating with clients to ensure all account activity is received and processed timely; assisting with the resolution of inquiries and problems concerning account transactions.
ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.
- Interacts daily with internal and external contacts to ensure all account activity such as payments and requests from clients are processed timely; deposits, distributions, wire transfer, DDA transfer and receipts are processed timely; ensures adequate cash positions in accounts, if not, brings condition to the attention of the trust specialist.
- Assists Trust Specialist and clients with problem resolution and/or account maintenance and the day-to-day operational issues regarding the various transactions by performing research and serving as liaison between trust operations and Trust Specialist and/or client.
- Assists Trust Specialist in meeting clients’ reporting needs. Also assists Trust Specialist in responding to clients’ inquiries regarding statements and reports.
- Review previous day’s transactions for overdrafts, spelling errors, approved transactions, etc.
- Coordinates transition of new accounts including organizing transfer of assets, receipting for assets and ensuring all assets are transferred properly; sets up new accounts and arranges appropriate reporting. Also coordinates disposition of assets for closed accounts.
- Performs routine administrative activities, which includes answering phone calls promptly and accurately; open and sort incoming mail in a timely manner; staying current on imaging and filing, working with various vendors, i.e. lawn service, caretakers, etc. to coordinate projects and various special projects as assigned.
- Assist Trust Specialist in handling of special assets including personal and rental property.
- Prepare monthly account review packets for the trust specialist to complete.
- Input trust specialist call information into the Advisor system.
- Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
TEAM ACCOUNTABILITIES:
- Support and uphold the Arvest Mission Statement.
- Uphold the Arvest Code of Ethics that confidential information is safeguarded.
- Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
- Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation.
- Promote professionalism at all times.
Responsibilities:
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
- Associates Degree in Business or related field or equivalent work experience required.
- 1 year of trust or investment or bank administrative support work required.
- Basic knowledge of Bank’s products and services required.
- Completion of Personal Trust Curriculum Level 1 ABA e-training courses within 12 months of employment required.
- Basic knowledge of fiduciary management techniques preferred.
OTHER SKILLS and ABILITIES:
- Must be able to arrive at work on time, work on site and have regular work attendance
- Must be able to work cooperatively with other co-workers regardless of personality, presence, or communication style
- Must be able to provide cordial customer service regardless of customer personality, presence, or communication style
- Must be able to perform several tasks at once
- Must be able to work in a stressful atmosphere
- Must be able to rotate job tasks
- Must be able to occasionally work overtime
- Must be able to greet others cordially
- Must be able to coordinate multiple and changing priorities
- Must be able to verbally communicate with all other associates
- Must be able to operate telephone, scanner, copier and fax machines
- Must be able to move from department, division, or bank to department, division or bank to attending meetings
- Must be able to operate personal computer keyboard in order to create reports, schedules, and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, site, and to talk and hear. The associate must occasionally reach with hands and arms, stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance, color vision, and the ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Job Summary
Full Time
Banking
$39k-49k (estimate)
04/19/2023
06/08/2024
arvest.com
LONOKE, AR
3,000 - 7,500
1961
VICKI CALAHAN
$1B - $3B
Banking
Related Companies
About Arvest Bank
Arvest Mission: People helping people find financial solutions for life. Arvest Bank is a regional bank that operates in a unique, customer-focused way. Arvest delivers the convenience and technological advantages of a large super-regional bank but with the local commitment and decision-making of a local community bank. Our primary focus is on meeting and exceeding customer expectations through convenient hours, an extensive network of branches, competitive rates and pricing, technological innovation and offering a full line of banking, mortgage, investment, lending and wealth management servi...ces. Arvest operates in 16 locally managed markets, each with its own president, management team and board of directors, in Arkansas, Oklahoma, Missouri and Kansas. The majority of our 270+ branches are open 12-hours a day during the week for our customers' convenience. Member FDIC. Equal Housing Lender.
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