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Trust Administrative Assistant I

1 month ago

Torrington, United States Torrington Savings Bank Full time

**Overview**:
Performs various administrative duties for the Trust Department in a timely manner. Provides administrative support to SVP, Trust. Performs administrative and clerical support department wide,** **such as preparing correspondence in final form, scheduling appointments, and maintaining files. Prepares monthly TAC and Trust Committee reports using information provided from Trust Department management. Ability and willingness to maintain a high level of confidentiality.

**Primary Accountabilities / Responsibilities**:

- Provides and performs clerical support, such as coordinating.
- Provide administrative support for the Trust Department, including greeting business clients, answering phone inquiries, and coordinating schedules as requested, using Microsoft Outlook Calendar.
- Prepare monthly TAC and Trust Committee reports using information provided by the Trust Department Management.
- Responsible for preparing and mailing Change of Address Red Flag letters and ILIT Crummy Letters.
- Proofread documents for spelling and grammatical accuracy.
- Arrange appointments and meetings for the SVP, Trust; coordinates meetings and agenda materials for recurring client meetings.
- Makes travel and lodging arrangements directly or through a travel agent.
- Performs related duties, such as photocopying, ordering supplies, maintain files and participates in special projects as needed.
- Coordinates proxy voting.
- E-signature liaison; Accunet Admin
- Participates in bank wide committees representing the department (ex employee engagement, risk, product and services)
- Completes monthly reports and reconciliations.

**IN ADDITION TO CORE ADMINISTRATIVE DUTIES, OTHER RESPONSIBILITIES INCLUDE**:

- Monitor and update Trust Department SharePoint; help maintain iDentify records.
- Perform additional duties as requested by Trust Department Management

**Competencies Required**:

- Customer Focus
- Results Oriented
- Adaptability
- Collaboration
- Communication
- Composure
- Innovation
- Self-Development

**Skills Required**:

- Excellent verbal, written, and interpersonal communication skills
- Creative problem solver
- Demonstrated ability to prioritize and handle multiple assignments while maintaining a commitment to deadlines and long-term goals
- Desire and aptitude for learning new concepts on the job
- Ability to prioritize and handle multiple assignments at any given time

**Work Environment/Physical Demands/Condition Requirements**:
Busy office environment, with moderate noise: computers, printers, phones, and light traffic.
Must be able to focus and not be easily distracted. Must be able to sit for at least 70% of the
workday. Some movement is required to retrieve files, etc. Must be able to see computer
screen and read documents.

**Equipment Used**:
General office equipment: Computer, Telephone, Mobile devices, Scanner

**Information Security**:
Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by:

- Participating in training opportunities to ensure continued protection of customer data.
- Provide feedback where possible to help improve the Bank’s security culture.

Responsible for maintaining confidentiality of all sensitive information.

Torrington Savings Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.

Torrington Savings Bank is a drug free workplace.

Torrington Savings Bank participates in e-Verify

EOE/AA/M/F/D/V

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