Description
GENERAL SUMMGENERAL SUMMARY:
Serves as assistant to trust personnel. Prepares reports for trust personnel and for client use. Supports trust operations.
RESPONSIBILITIES AND DUTIES:
- Greets and directs customers and answers questions, which may require research of records and follow-up correspondence. Answers incoming phone calls and performs other miscellaneous duties.
- Responsible for set up and maintenance of client files on trust accounting system and paper files in branch.
- Generates various monthly and quarterly reports for Trust Committee, management, and clients as directed.
- Responsible for processing incoming mail, paying invoices processing trust deposits.
- Assists trust operations with file maintenance, reconciliations, balancing, input verification and other related tasks.
- Regular and reliable attendance.
- Performs other duties as assigned by manager.
KNOWLEDGE, SKILL, AND ABILITIES:
- Knowledge of trust, finance and investment services.
- Knowledge of word processing and spreadsheet software.
- Knowledge of bookkeeping and accounting principles.
- Ability to pay close attention to detail and work with a high degree of accuracy.
- Ability to create an organized efficient work environment.
- Ability to work under pressure of deadlines.
- Ability to communicate effectively with management, customers, and co-workers.
EDUCATION AND EXPERIENCE:
- High school graduate or equivalent with previous banking experience or equivalent work experience. Previous experience with computer software and bookkeeping experience preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to greet customers read documents, use computer
Hearing: 25-49%
Must be able to communicate with customers and co-workers
Standing/Walking: 25-49%
Must be able to visit customer
Climbing/Stooping/Kneeling: 0-24%
Fingering/ Grasping/Feeling: 50-74%
Must be able to use computer, write
PHYSICAL DIMENSIONS:
Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.
More Details
M-F 8:00-5:00