Administrative Assistant, Trust Investments

Banc First Corporation

Administrative Assistant, Trust Investments

Oklahoma City, OK

Onsite Position

Banc First Tower, Downtown Oklahoma City

100 N. Broadway Avenue, Oklahoma City, OK 73102

Full Time

• 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.

Please 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 applications skills including proficiency with Microsoft Excel, PowerPoint, and Word.

Self-starter with ability to work on a variety of assignments simultaneously.

• Minimum of 2 plus 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.

Diversity…Our differences enhance business performance.