Trust Office Assistant

JOB DESCRIPTION

Job Title: Trust Office Assistant Department: Trust

Supervisor: Jennifer Wilson – AVP/Senior Project Officer

Division: Operations

Reporting Relationships: Trust Administration

Type of Position: Full time; Hours 8:00 AM -5:00 PM M-F; Occasional evening/weekend work may be required – Some travel may be required

General Summary

This position requires a high level of confidentiality and attention to detail. The Office Assistant will help with operations in all areas of the Trust Department. Maintaining files, scanning documentation, back up for other office personnel, secretarial duties as well as other duties as assigned. Accuracy, professionalism, and confidentiality are of utmost importance.

Essential Duties and Responsibilities:

1. Answer phones quickly using proper and professional phone etiquette. Greeting customers in person, making them feel welcome and directing them to the appropriate personnel.
2. Office duties such as scanning/archiving file documents, assisting with distributing tax forms to clients during tax season, making appointments for Trust Officers, creating/distributing correspondence with employees and clients.
3. Balancing various accounts, both internal and external.
4. Working with Companies to move account balances, when necessary.
5. Maintaining asset holdings.
6. Working with Escrow clients and doing their daily financial work.
7. Assisting Trust Officers/Administration with researching projects, problems, questions, etc.
8. Willing to accept other duties as assigned.