Responsibilities

also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.

Essential Duties :

• Daily Scanning of operational paperwork (including clean-up of old files)
• Enrollment Forms
• Beneficiary Forms
• MPL Paperwork
• Incoming IRA Forms
• Fund Change Paperwork
• Trust Paperwork
• Preparing scanned paperwork to be processed for offsite maintenance
• Complete Mass Mailing requests and place Billing Tasks; utilizing database systems
• Utilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.
• Assist, and perform as back up to the Receptionist and / or Administrative Assistant when necessary :
• Phone
• Reception
• Scanning / Filing
• Stuff envelopes as required
• UBS Download
• B50 letters
• Print labels from database as required
• Open, date, stamp and distribute incoming department mail
• Match up distribution / loan checks and letters and prepare for outgoing mail.
• Perform other duties as requested or required
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.

Qualifications

Education, Training and Requirements :

• High School Diploma or equivalent is necessary; 2-year college degree preferred;
• 2 year accounting degree helpful toward advancement potential
• All applicants must be 18 years of age or older

Skills :

• Good Communication Skills, Good Organizational Skills, PC Literate
• Competencies : Well-developed written and oral communication skillsAttention to detail and good organizational skills required.

Proficient mathematics skillsRelate to co-workers and customers with respect, providing clear and detailed informationDisplay an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

Experience :

Minimum of one to two years of clerical experience is necessary.

Other Job Information

Hours : 40 hours / week

Compensation : Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including : 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit.

Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds.

Specific vision abilities required by this job include close vision, and the ability to focus.

Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

Community Bank System, Inc. will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department :

Minimum

USD $17.50 / Hr.

Maximum

USD $23.82 / Hr.

Last updated : 2024-05-14