Trust Office Assistant

Description

Type of Position: Full time; Hours 8:00 AM -5:00 PM M-F; Occasional evening/weekend work may be required – Some travel may be required

General Summary

This position requires a high level of confidentiality and attention to detail.  The Office Assistant will help with operations in all areas of the Trust Department.  Maintaining files, scanning documentation, back up for other office personnel, secretarial duties as well as other duties as assigned.  Accuracy, professionalism, and confidentiality are of utmost importance.

Essential Duties and Responsibilities:

1. Answer phones quickly using proper and professional phone etiquette. Greeting customers in person, making them feel welcome and directing them to the appropriate personnel.
2. Office duties such as scanning/archiving file documents, assisting with distributing tax forms to clients during tax season, making appointments for Trust Officers, creating/distributing correspondence with employees and clients.
3. Assisting Trust Officers/Administration with researching projects, problems, questions, etc.
4. Assisting with annual account reviews.
5. Assisting with Farm inspections, Real Estate and Minerals.
6. Receiving and reviewing client mail, paying bills as necessary.
7. Preparing distribution calculations.
8. Research any outstanding Unclaimed Property with the State of North Dakota.
9. Assisting with client meetings, both in person and electronically.
10. Willing to accept other duties as assigned.

*Job descriptions and work assignments are subject to change as business needs and conditions require.   Supervisors may assign job duties and tasks not listed in description at any time.  Department Heads and members of the Management Team may also make additional job assignments.  First State Bank & Trust is an equal opportunity employer.

Qualifications

Knowledge, Skills and Abilities Required:

1. Minimum High School Diploma or equivalent.
2. Able to work under pressure and meet deadlines with multiple interruptions.
3. Organization skills, multi-tasked oriented and possess attention to detail to curtail errors.
4. Good oral and written communication skills, ability to learn quickly and to work as a team player.
5. Basic calculator skills, office machine usage. Experience using Microsoft Office Suites.  
6. General knowledge of accounting or bookkeeping background helpful.
7. Obtain a general knowledge of the trust business and functions of the operations of the trust department.
8. When visiting with clients and the public listen for opportunities to sell and cross sell services provided by the Bank.
9. Strong ethics in protecting confidentiality of client records.
10. Maintain public profile by being involved in community and bank organizations and events.