Wealth Management - Administrative Assistant - Trust Administration LEX

Job description

SUMMARY: Key support position with strong computer, communication, accounting and organizational responsibilities. Relieves Trust Officer(s) of daily routine administrative duties as well as handles trust accounting system maintenance issues and maintenance projects. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Receives incoming phone calls, dealing with routine inquiries and recording details for use by Trust Officer in responding to client's needs. Takes detailed messages and assists with research as needed for return phone calls from Trust Officer. Reviews mail and separates routine items. Handles routine bill payments and remittance set up for trust clients. Reviews overdraft report and coordinates maintenance with Trust Officer. Reviews daily account activity and coordinates questions with Trus...