What are the responsibilities and job description for the Personal Trust Admin Assistant position at BancFirst?
Personal Trust Receptionist/Administrative Assistant
Trust & Investment Management Division
Duncan, OK
Onsite Position
LOCATION
16S 9th St
Duncan,OK 73533
HOURS
Full Time
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
- Assist with client phone calls
- Greet clients and staff as they enter the office
- Process receipts and distributions as instructed
- Opening and closing accounts on the trust accounting system
- Assist with maintenance of accounts on the trust accounting system
- Prepare client review reports
- Scan trust information to electronic archive
- Assist customers while Trust Administrators are out or unavailable
- Foster positive customer/client relations
- Responsible for electronic document retention and filing
- Assist with special projects
- Primary initial point of contact for customers, in person and over phone
- Other job related duties as assigned
REQUIREMENTS:
- Strong 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 analytical skills
- Basic working knowledge of investments and banking is helpful
- Regular and consistent attendance and punctuality is an essential function of the job
PREFERRED SKILLS AND QUALIFICATIONS
Basic working knowledge of investments and banking is helpful
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 5 pounds
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.
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