What are the responsibilities and job description for the Trust Receptionist position at Central Bank?
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
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