Job Title: Trust Office Assistant – Trust Operations Records Assistant
Department: Trust
Supervisor: Bekka Johnson – AVP/Trust Officer
Division: Operations
Reporting Relationships: Trust Administration
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, as well as other duties as assigned. Accuracy, professionalism, and
confidentiality are of utmost importance.
Essential Duties and Responsibilities:
- Answer phones quickly using proper and professional phone etiquette. Greeting customers in
person, making them feel welcome and directing them to the appropriate personnel.
- Working with Escrow clients and doing their daily financial work.
- Office duties such as scanning/archiving file documents, assisting with distributing tax forms to
clients during tax season, creating/distributing correspondence with employees and clients.
- Balancing various accounts, both internal and external.
- Assisting Trust Officers/Administration with researching projects, problems, questions, etc.
- Willing to accept other duties as assigned.
Qualifications
Knowledge, Skills and Abilities Required:
- Minimum High School Diploma or equivalent.
- Organization skills, multi-tasked oriented and possess attention to detail to curtail errors.
- Good oral and written communication skills, ability to learn quickly and to work as a team
player.
- Basic calculator skills, office machine usage. Experience using Microsoft Office Suites.
- When visiting with clients and the public listen for opportunities to sell and cross sell services
provided by the Bank.
- Strong ethics in protecting confidentiality of client records.
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.