Trust Operations Administrative Assistant - Owensboro, KY
Independence Bank
20 reviews
-
Owensboro, KY 42301
Independence Bank
20 reviews
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Full Job Description
Date: October 5, 2020
Job Status: Non-Exempt; Full Time
Position Title: Trust Operations Administrative Assistant
Supervision Received: Position reports to Trust Operations Officer
Supervisory Responsibilities: None
Job Summary: This position is responsible for performing operational support and administrative activities for multiple Trust Officers.
Essential Functions, Duties and Responsibilities include, but are not limited to:
• Work with Trust Officer and customer to process and complete customer requests
• Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
• Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors.
• Process trades, transfers and dividend payments
• Process distributions and prepare receipts for customers
• Process bond issues
• Process tax payments and returns
• Balance daily work items
• Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
• File and retrieve corporate documents, records, and reports.
• Open, sort, and distribute incoming correspondence, including faxes and email.
• Processing of retirement plan contributions, distributions, allocations & tax reporting.
• Set up and maintenance of accounts and securities.
Knowledge:
• Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology
• English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
• Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
• Computers and Electronics — Knowledge of electronic equipment, and computer hardware and software, including applications and programming
Skills and Abilities:
• Accuracy and attention to detail
• Possess accurate data entry skills
• Strong telephone skills, written and verbal communication skills and etiquette
• Work well in a team environment and on an individual basis
• Excellent computer skills
• Ability to multi-task
• Ability to maintain a positive attitude
• Ability to maintain confidential information
• Strong mathematical skills
• Self-motivated
• Ability to handle large workload while meeting deadlines; time management
Education, Experience and Qualifications:
• High school diploma or equivalent required
• Associates Degree in Business, Accounting, or related field is preferred but not required
• Requires intermediate computer literacy of word and spreadsheet software and recordkeeping and bookkeeping principals
Physical Factors:
Requires sitting and/or standing for long periods of time; Requires using hands to handle, control, or feel objects, tools or controls; Requires repetitive movement; Requires face-to-face discussions with individuals or teams; Requires writing letters and memos; Requires use of electronic mail; Requires telephone conversations; Requires contact with others (face-to-face, by telephone, or otherwise), Includes conflict situations; Requires use of multiple software systems; Requires dealing with unpleasant, angry, or discourteous people; Requires repeating the same physical activities or mental activities over and over; Requires being exact or highly accurate; Freedom to determine tasks, priorities, and goals; Requires meeting strict deadlines; Requires work with others in a group or team; Requires coordinating or leading others in accomplishing work activities; Includes responsibility for work outcomes and results, Job tasks are performed in close physical proximity to other people; Requires working indoors in environmentally controlled conditions.
Working Conditions:
Indoor, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.
**This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The employee will be required to follow any other instructions and to perform any other duties required by his or her supervisor.The responsibilities, tasks, and duties of the jobholder might differ from those outlined above and other duties, as assigned, might be part of the job.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status