Trust Receptionist
- Provides general administrative and clerical support as requested.
- Operates main telephone switchboard and assists callers by transferring them to the appropriate party or taking messages from the caller.
- Monitors building access for all visitors, directs them to the appropriate suite.
- Processes all office mail (sort, open, label, scan) prepares for bill pay process.
- Prepares and maintains correspondence, forms and letters as needed
- Responds to and directs all client inquiries to the proper administrator or assistant
- Maintains all address changes for clients according to procedures
- Deals professionally with inquiries from the public as well as clients.
- Ensures all meeting rooms are well-maintained, organized, and presentable for scheduled events and daily use.
- Orders and maintains company supplies.
- Maintains requests and directs all office maintenance vendors as needed (HVAC, facilities, etc.)
- Daily balancing with company accounting system to checking account; various reconciliation processes as needed.
- Perform various data entry into accounting system as requested.
- Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
- Other duties as assigned.
- Intermediate level knowledge of MS Office with the ability to learn other job specific software applications.
- Knowledge of office technology and peripherals.
- High level of professionalism
- Strong written and oral communication skills and ability to distill and convey information in a compelling manner.
- Skill in adopting technological advancements and facilitating into current and future responsibilities
- Skill in discovering and working to meet underlying needs, following through on questions, requests, and complaints.
- Ability to readily modify, respond to and integrate change with minimal personal resistance
- Ability to anticipate, monitor, and meet the needs of members (internal and external) and respond in an appropriate manner.
- High school graduate or GED
- Minimum 1 year experience in a receptionist or administrative assistant role
- Experience in Financial Services or Trust Company preferred.
- Express or exchange ideas by means of the spoken word via email and verbally.
- Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
- Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
- Not substantially exposed to adverse environmental conditions.
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