Administrative Assistant, Trust Investments

Administrative Assistant, Trust Investments

Apply for the Administrative Assistant, Trust Investments role at Banc First
.

Location: Banc First Tower, Downtown Oklahoma City

Position Type: Full Time

Workplace: Onsite

• Provide general administrative support to the investment team of Banc First Trust & Investment Management.
• Assist with the preparation and distribution of investment analysis reports.
• Assist with investment compliance reporting.
• Prepare reports for client meetings as needed.
• Assist with the maintenance of approved securities lists.
• Assist with the investment management segment of prospect development and marketing presentations.
• General data input, file maintenance, and other duties as assigned.
• Regular and consistent attendance is an essential function of this position.

Note:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

• Excellent interpersonal communication skills, attention to detail, and positive attitude.
• Excellent personal computer and software application skills, including proficiency with Microsoft Excel, PowerPoint, and Word.
• Self‑starter with ability to work on a variety of assignments simultaneously.

• Minimum of 2 years relevant experience or education desired.
• Prior experience in financial planning / investment management industry preferable.

• Constant use of computer screens.
• Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear.
• Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching.
• Ability to sit and/or stand for long periods of time during the workday.
• Long periods of typing and repetitive motion.

Hometown service, statewide strength. Banc First is committed to investing in the future of Oklahoma communities. Banc First is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

EOE - Banc First is an Equal Opportunity employer.

• Entry level

• Full-time

• Administrative
• Industries:
  Banking