Trust Receptionist

Greet and assist clients and guests
Answering and directing phone calls

Manage the Front Lobby and Conference Rooms

Order marketing materials, supplies and office equipment

Manage and facilitate communication with clients in scheduling meetings when needed
Assist with location events including mailing lists, holiday and birthday cards, and RSVP's
Bill Pay & posting monthly electronic statements
Disseminate daily mail & blue bag items
Manage Legal File area

Assist with expense reporting

Maintain the printer and printer area

Office Key Coordinator

Manage Trust Account Deposits

Office reporting such as overdraft reports and obituaries

Perform other duties and special projects assigned such as, but not limited to, notaries, document imaging and assisting with meeting preparation Qualifications

Requirements:

High school graduate (some college preferred) and 2-3 years related experience or training; or equivalent combination of education and experience

Knowledge of banking applications helpful
Attention to detail and quality time management skills are essential
Ability to speak professionally with clients and employees of all departments
Working knowledge of Microsoft Office

Ability to be flexible with assignments
Knowledge of estate planning and investment terms are helpful