Personal Trust Admin Assistant
BancFirst, Duncan, OK, United States
Personal Trust Receptionist/Administrative Assistant
Trust & Investment Management Division
Duncan, OK
Onsite Position
LOCATION
16S 9th St
Duncan, OK 73533
HOURS
Full Time
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist Personal Trust Administrators
Assist with client phone calls
Greet clients and staff as they enter the office
Process receipts and distributions as instructed
Opening and closing accounts on the trust accounting system
Assist with maintenance of accounts on the trust accounting system
Prepare client review reports
Scan trust information to electronic archive
Assist customers while Trust Administrators are out or unavailable
Foster positive customer/client relations
Responsible for electronic document retention and filing
Assist with special projects
Primary initial point of contact for customers, in person and over phone
Other job related duties as assigned
REQUIREMENTS:
Strong computer skills, including proficiency in Word, Excel and PowerPoint
Good client communications skills
Ability to work well under pressure and deadlines
Strong organizational skills and an ability to multitask with accuracy
Must be detail-oriented, accurate, dependable and a self-starter
Ability to use independent judgment, discretion, and maintain confidentiality
Good analytical skills
Basic working knowledge of investments and banking is helpful
Regular and consistent attendance and punctuality is an essential function of the job
PREFERRED SKILLS AND QUALIFICATIONS
Basic working knowledge of investments and banking is helpful
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 5 pounds
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer.
DiversityOur differences enhance business performance.
Trust & Investment Management Division
Duncan, OK
Onsite Position
LOCATION
16S 9th St
Duncan, OK 73533
HOURS
Full Time
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist Personal Trust Administrators
Assist with client phone calls
Greet clients and staff as they enter the office
Process receipts and distributions as instructed
Opening and closing accounts on the trust accounting system
Assist with maintenance of accounts on the trust accounting system
Prepare client review reports
Scan trust information to electronic archive
Assist customers while Trust Administrators are out or unavailable
Foster positive customer/client relations
Responsible for electronic document retention and filing
Assist with special projects
Primary initial point of contact for customers, in person and over phone
Other job related duties as assigned
REQUIREMENTS:
Strong computer skills, including proficiency in Word, Excel and PowerPoint
Good client communications skills
Ability to work well under pressure and deadlines
Strong organizational skills and an ability to multitask with accuracy
Must be detail-oriented, accurate, dependable and a self-starter
Ability to use independent judgment, discretion, and maintain confidentiality
Good analytical skills
Basic working knowledge of investments and banking is helpful
Regular and consistent attendance and punctuality is an essential function of the job
PREFERRED SKILLS AND QUALIFICATIONS
Basic working knowledge of investments and banking is helpful
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 5 pounds
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer.
DiversityOur differences enhance business performance.