Trust Administrative Assistant

JOB SUMMARY:  The Trust Administrative Assistant I is a full-time position performing various administrative duties for the Trust Services department and the Director of Trust Services.  

JOB SPECIFICATIONS: 

Education: High School Graduate or equivalent 

Experience: Three years of professional office experience 

ESSENTIAL FUNCTIONS: 

• Coordinate agenda and compile digital binder for department oversight committee
• Complete various department certifications and maintain certification matrix
• Prepare and circulate various department reports
• Maintain department Policies and Procedures manual 
• Maintain department Business Continuation Plan
• Maintain department Corporate Resolution
• Update marketing materials with department changes
• Coordinate continuing education, business development, and marketing events
• Assist Director with various department tasks
• Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
• Follow all Bank compliance policies and procedures relating to this position
• Follow all department policies, procedures and processes

• Other duties as assigned

WORK CONTEXT:   

• Ability to concentrate and focus on essential functions in appropriate priority order is required.
• Requires being punctual, dependable, detail oriented, organized, and responsible for work outcomes and results. 
• Requires sitting for long periods and traveling to other departments and locations, as needed.  
• Requires contact with others by telephone, internal chat, email, video conferencing, and face-to-face discussions.  
• Requires completion of assigned on-line training courses with a passing percentage.  
• Professional environment requiring appropriate demeanor and attire. 
• Work is performed indoors in environmentally controlled conditions.

SKILLS: 

• Able to work scheduled days and hours 
• Be a self-motivated team player
• Take ownership and show initiative 
• Have sound judgment and use discernment
• Be detail oriented with good problem-solving skills
• Be willing to assume additional responsibilities as requested
• Work with others in a cooperative manner that supports a team environment