EOE M/F/Vets/Disability Affirmative Action Employer

JOB SUMMARY: This position is responsible for assisting in the administrative and daily work flow of the Trust Department.

ESSENTIAL JOB FUNCTIONS:

• Assist customers with requests, questions, and or research.
• Prepare historical data monthly for review.
• Responsible for answering and managing phone calls as needed including walk in clients and customers.
• Responsible for maintenance of Trust accounts, and files.
• Assist with department correspondence, mailings and other marketing as needed.
• Maintain department intranet webpage.
• Provide backup to other department team members.
• Prepare customer correspondence and mailings.
• Maintain customer birthday card correspondence and mailing routinely.
• Responsible for maintenance of customer and prospect contact information.
• Maintain and prepare committee meeting minutes monthly.
• Schedule customer meetings and assist with Cetera, prospects and current clients.
• Prepare report packets for account reviews monthly.
• Must effectively interact with a wide range of clients and customers.
• Must be able to meet attendance and punctuality standards.
• Effectively work and cooperate with supervisors, co-workers and customers.
• Follow the direction of supervisor.
• Other duties as assigned.

ADDITIONAL RESPONSIBILITIES:

• Perform other duties and projects as required by management.

MINIMUM QUALIFICATIONS FOR CONSIDERATION:

• 1-2 years in an office environment providing clerical/administrative skills preferred.
• Strong proficiency in pc applications; Windows, MS Word, MS Excel MS PowerPoint and also the ability to learn job related software required.
• 1-2 years in an environment with a high degree of professionalism, customer service, sales, teamwork and confidentiality required.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to perform at a high level of professionalism with a strong sense of customer service.
• Ability to maintain confidentiality is required.
• Excellent verbal and written communication skills.
• Some basic knowledge of investments is helpful.
• Strong organizational and time management skills.
• Demonstrate dependability through good attendance and adherence to timelines and schedules.
• Strong follow through on projects and deliverables.
• Strong analytical skills.
• Strong problem-solving skills.
• Demonstrate resourcefulness and ability to take initiative in development and completion of projects.
• Must have the ability to compute basic math functions as well as rates, yields and percentages.
• Strong bookkeeping/accounting skills required to balance transactions.
• Must be able to meet strict deadlines.

PHYSICAL REQUIREMENTS

This work is sedentary and requires the following physical activities:

• Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
• Frequent lifting (up to 25 pounds of paper supplies or minor office equipment).
• Driving to client locations and other sites as needed.

WORKING CONDITIONS:

• Normal office environment.

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.