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Administrative Assistant I, Personal Trust
4 months ago
***
Responsible for supporting the administrative assistant team in assigned region.
**ESSENTIAL REQUIREMENTS**
- Prepares transactions on Trust system for client accounts- Updates paper and electronic files with updated client information-
- Picks up, delivers, and processes inter-office and U.S. Mail-
- Serves as receptionist for the Business Banking and Wealth Advisory services hallway-
- Opens and closes client accounts-
- Updates and prepares investment policy statements-
- Prepares and processes IRA distributions-
- Prepares and processes Discretionary Distributions-
- Maintains Excel spreadsheets-
- Updates and processes scholarship information-
- Assists with client events-
- Prepares accountings for court approved accounts-
- Orders and maintains supplies-
- Responsible for the completion of all compliance training related to the position- **NON-ESSENTIAL FUNCTIONS**
Performs all other duties as assigned.
**EXPERIENCE/SKILLS**
- One (1) to three (3) years of related experience preferred.
- Excellent organizational skills required and ability to work independently.
- Prior data entry or clerical experience preferred.
- Pleasant and professional telephone skills.
- Prior general office experience helpful; including experience in operating scanner and copier.
- Working knowledge of Microsoft Excel and Word.
- Ability to handle multiple tasks in a fast-paced environment.
- Dependable, detailed oriented and a team player.
**EDUCATION**
High School Degree or GED required; 1 - 3 years’ college preferred.
**TRAVEL REQUIREMENTS**
Minimal or occasional travel for meetings, projects or training as needed.
**PHYSICAL DEMANDS**
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
**EQUIPMENT**
MS Office PC, fax, phone, and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
