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About The Position
Responsible for a variety of department operational duties and support functions in the Trust Department. Assist Trust Officers with various duties related to their client relationships and clerical related functions.
Requirements
- Knowledge of basic office structure and information flow
- Knowledge of Windows XP
- Strong Word and Excel skills needed
- Able to master new computer programs and systems
- Accurate typing skills – minimum 40 wpm
- 3+ years clerical experience or equivalent higher level education
- Well organized
- Good interpersonal and public relations skills
- Cooperative and willing to assist others
- Advanced Customer service skills, self-starter.
- Must be able to read and understand legal documents, i.e. trust instruments, wills, etc.
- Detail oriented with accuracy required in all tasks.
- Able to work with multiple employees.
- High level of confidentiality required.
- Able to prioritize and perform several tasks at one time.
- Excellent oral and written communication skills.
- Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
- Ability to perform basic math skills, use decimals to compute ratios and percentages, and to draw and interpret graphs.
- Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
- Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
- Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Nice To Haves
- degree or equivalent certification is desired
Responsibilities
- Opens and sorts all incoming mail. Retrieves and distributes intra-office mail. Prepares mail for office couriers.
- Maintains account administrative files.
- Sorts, copies, and distributes reports, documents, and files.
- Clerical type duties such as setting up new accounts on the computer systems, typing, answering phones, and serving as a receptionist for the Trust Department.
- Assists and backs up staff as needed.
- Keeps management informed of area activities and of any significant problems.
- Represent the Bank in a courteous and professional manner.
- Assist with special projects as assigned.
- Ensure that work area is clean, secure, and well maintained.
- Maintain integrity of account information.
