Administrative Assistant - Trust INVM WHE

Support Position

Key support position with strong computer, communication, accounting, and organizational responsibilities. Relieves Trust Officer(s) of daily routine administrative duties as well as handles trust accounting system maintenance issues and maintenance projects.

Essential duties and responsibilities include the following. Other duties may be assigned.

Receives incoming phone calls, dealing with routine inquiries and recording details for use by Trust Officer in responding to client's needs.

Takes detailed messages and assists with research as needed for return phone calls from Trust Officer.

Reviews mail and separates routine items.

Handles routine bill payments and remittance setup for trust clients.

Reviews overdraft report and coordinates maintenance with Trust Officer.

Reviews daily account activity and coordinates questions with Trust Officer.

Writes correspondence in coordination with Trust Officer.

Completes trust accounting system maintenance items.

Reviews daily tickler memo and related action items as needed.

Coordinates video conference facilities, physical conference rooms, and other logistics related to client meetings as needed.

Assists with alternate coverage when Trust Officer is out of the office.

Completes specialized training for administrative tasks (Discretionary Request Form preparation, Adjustment Form preparation, Unique Asset Reviews).

Covers general receptionist function when necessary.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Successful candidate will have an interest in and understanding of various aspects of personal tax, investments, finance, accounting, and insurance.

Computer Skills

Windows based computer skills.

Proficiency with Microsoft Office word processing and spreadsheet use.

Ability to build and work with Excel spreadsheets, including using formulas.

Other

Skills and Abilities

Basic accounting background and reconciliation skills.

Interpersonal skills with co-workers, supervisors, and clients.

Excellent verbal, written, and presentation skills with the ability to define and solve problems.

Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills

Must possess basic math skills and understand basic math methodologies used in budgeting, accounting, and various calculations. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

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 with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Associate's Degree or equivalent work experience required. Administrative Assistant experience preferred.