What are the responsibilities and job description for the Trust Office Assistant-Posting position at FIRST STATE BANK & TRUST?
Job Title: Trust Office Assistant Department: Trust
Supervisor: Bekka Johnson – AVP/Trust Officer
Division: Operations
Reporting Relationships: Trust Administration
Type of Position: Full time; Hours 8:00 AM -5:00 PM M-F; Occasional evening/weekend work may be required – Some travel may be required
General Summary
This position requires a high level of confidentiality and attention to detail. The Office Assistant will help with operations in all areas of the Trust Department. Maintaining files, scanning documentation, back up for other office personnel, secretarial duties as well as other duties as assigned. Accuracy, professionalism, and confidentiality are of utmost importance.
Essential Duties and Responsibilities:
- Answer phones quickly using proper and professional phone etiquette. Greeting customers in person, making them feel welcome and directing them to the appropriate personnel.
- Office duties such as scanning/archiving file documents, assisting with distributing tax forms to clients during tax season, making appointments for Trust Officers, creating/distributing correspondence with employees and clients.
- Receiving and posting all incoming monies, into the appropriate accounts.
- Data entry and balancing for Oil and Gas Royalty.
- Maintaining asset holdings.
- Assisting Trust Officers/Administration with researching projects, problems, questions, etc.
- Willing to accept other duties as assigned
Knowledge, Skills and Abilities Required:
- Minimum High School Diploma or equivalent.
- Organization skills, multi-tasked oriented and possess attention to detail to curtail errors.
- Good oral and written communication skills, ability to learn quickly and to work as a team player.
- Basic calculator skills, office machine usage. Experience using Microsoft Office Suites.
- When visiting with clients and the public listen for opportunities to sell and cross sell services provided by the Bank.
- Strong ethics in protecting confidentiality of client records.