Overview: Primary responsibility is to provide administrative, operational, and departmental support in the wealth management/trust and investment division of First National Bank, working closely with Relationship Management and client service staff to ensure the highest level of customer service and accuracy. Essential Duties:
- Assist with account administration:
- Address client inquiries and provide assistance as needed.
- Oversight of client online access site, providing client assistance and support.
- Maintain detailed account administrative records.
- Assist with completing regulatory reviews in accordance with required time constraints.
- Prepare account paperwork, including new account documentation, periodic documentation updates, etc.
- Prepare and process client contributions and disbursements according to established policies and procedures.
- Monitor account overdrafts and coordinate with RM/PM to address them on an as needed basis.
- Work within trust accounting system to process account maintenance, account setup or closings, transaction processing, etc.
- Filing/imaging of correspondence and account administrative records.
- Departmental responsibilities:
- Complete daily and periodic operational functions, including daily settlement, monthly reconciliations, etc.
- Assist with various compliance functions as needed.
- Mailing of invoices.
- Assist with tax form preparation and client distribution of same.
- Adhere to and ensure department compliance with banking regulations, IRS regulations and other fiduciary requirements.
- Participate in Administrative Committee Meetings
- Prepare for and assist with Trust Administrative Committee meetings, and other departmental meetings.
- Coordination of department events and outreach opportunities, including mass mailings, holiday cards, etc.
Other Duties:
- Perform additional duties as requested.
Requirements Education, Training, and Experience:
- High school diploma or equivalent.
- Direct customer contact experience desirable.
- Proficiency in Microsoft Word, Excel, & PowerPoint or equivalent.
- Understanding of tax law and IRS Regulations desired.
- Prior administrative support experience in financial services industry preferred.
- High attention to detail, organizational skills, problem-solving skills, strong communication skills and excellent customer service skills are critical.