Trust Administrative Assistant

Primary duties include greeting and assisting building customers, answering phones, filing, tracking health insurance claims/payments and report generation from Trust software.  Backup to trust operations daily processing – see separate job description.  Additional responsibilities include typing correspondence and providing support to office staff as needed.  This position is detailed and requires a level of accuracy. 

Essential Functions: 

• Regulatory reports – Conservatorships, Soc Sec Payee, RC-T, Reg R
• Insurance Trust administration – premium gift letters, Crummey letters
• Mail Processing and Distribution
• Deliver Work to South Branch and Mail to Tech Timely
• Balance Five Points Bank clearing deposit and withdrawal checking accounts
• Meeting room setup
• Order Building Supplies
• Work with Maintenance on Building Concerns
• Client Internet Access (CIA)
• Asset, Account and Trust Committee Meeting Packets Preparation
• Staff meeting packet preparation
• Complete proofs of claim
• Customer Statement Production – create, submit to PrintMail, hardcopy for the file
• Initiate and/or approve ACH’s and wire transfers
• Set up ticklers and recurring disbursements/deposits
• Follow up on past due ticklers, scheduled deposits, scheduled disbs & dividend/interest maps
• Monitor and address fpbtrust@5pointsbank.com emails
• System new account setup / account closing
• Current File maintenance – move old documents to retired
• Closed file maintenance – scan to director
• Tax worksheet processing to accountants

Knowledge & Experience:

• Proficient with Microsoft Word, Excel, Outlook, and Internet navigation
• General office skills; telephone, calculator, copy machine, fax, scanner, printer, etc. 
• Strong organizational skills and attention to detail and accuracy are essential
• Time Management and Prioritization skills
• Effective communication skills; written and verbal
• Type 30 wpm
• Team player a must

Education/Training:

• High School Diploma (GED or High School Equivalence Certificate) required.  Three years banking or accounting experience required.  General trust knowledge helpful.

Status/Standard Schedule:  Hourly full time position Monday through Friday 8:00 a.m. – 5:00 p.m.