Trust Admin Assistant

First Security Bank offers career opportunities for diverse, professional, and energetic individuals who foster a culture that values critical thinking, problem solving and who execute operational excellence. Important Information Regarding Application Process: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the "Apply Now" link. *Data from resume cannot be downloaded into application. We invite you to view additional job opportunities at https://www.fsbank.com/about/join-us/. SUMMARY Under direction of Trust Officers and experienced administrators; responsible for daily procedures for varies Trust and Wealth Management accounts, such as IRAs, Trust, Bonds, Estates, Agencies, Escrows, and Qualified Retirement plans while in accordance with established policies and procedures. This position requires employees to work on-site. QUALIFICATIONS | EDUCATION | EXPERIENCE | SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE: High School Diploma or GED will be required. Experience in a professional, service-oriented office and providing administrative support (bookkeeping, paralegal, accounting, or paraplanner) is preferred. HOURS OF AVAILABILITY: Regularly Scheduled Hours/Week: 40 (+) Hours | Monday- Thursday 7:30am-4:30pm | Friday 7:30am-5:00pm | *Extended working hours may be required. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintain strict privacy regarding customer account information. Maintain customer confidence and protect bank operations by keeping information confidential. Provide customers with exceptional customer service and execute operational excellence. In person: Greet every customer with a smile, maintain eye contact, call them by name, stay connected in conversation and let them know they are appreciated. When on the telephone: Speak with a smile, call them by name, stay connected in the conversation and let them know they are appreciated. Maintain a high level of integrity by understanding Bank?s policy and procedures and ensure all actions performed are in compliance with government regulations and state/federal laws. Assist with operational issues using internal Bank and Trust software to deposit funds, process distributions, or to effect transactions. Open new accounts, obtain required information and verify accuracy. Set up and maintain related files and documentation. Visually review and check reports on past transactions to determine accuracy, by identifying any discrepancies and resolutions. Compose letters of instruction and/or authorization. Make travel arrangements when requested. Opening and closing office based on schedule. Receive, determine, and direct clients and visitors in a professional manner. Keeping the front lobby and conference room(s) clean, organized, and prepared for client visits. Prepare various department reports and handle IRA matters. Perform miscellaneous duties such as: typing correspondence and documents; printing copies and scanning documents; mail printed materials; file; maintain reference books and materials. Effectively communicate with staff and vendors to identify the needs and functions of internal and external customers. Distribute appropriate information to internal and external partners. Ability to add, subtract, multiply, and divide numbers, while also understanding percentages. Ability to perform these mathematical skills using money and other forms of measurement. Operate computer, keyboard, telephone, scanner, and copier. Strong computer skills including general knowledge in MS Office Outlook, typing, 10-key, and the internet. Proficiency with internal bank and trust software, MS Word, and Excel will be required. Must be able to arrive at work on time, work on-site and work cooperatively with other co-workers. Must be able to prioritize projects and exhibit strong problem-solving skills. Self-directed, use initiative to identify needs and conceptualize how to meet those needs. Ability to adapt to changing conditions and work assignments. Able to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and timely. Complete all online compliance Teal Training courses in a timely manner. Work location and/or additional duties may be assigned or required by management. SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities. SOFT SKILLS Foster a culture that values critical thinking and problem solving, engagement, inclusion, diversity, and execute operational excellence. Establish positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct. PHYSICAL DEMANDS The employee must possess sufficient mobility to work in and move about in a standard office setting and sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Substantial time may be spent on the telephone and working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds. The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MENTAL DEMANDS The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications. EEO/AA/M/F/Vet/Disability