Personal Trust Admin Assistant at BancFirst Corporation
Duncan, Oklahoma, United States -
Full Time


Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Computer Skills, Word, Excel, PowerPoint, Client Communications, Working Under Pressure, Multitasking, Detail-Oriented, Accuracy, Self-Starter, Independent Judgment, Discretion, Confidentiality, Analytical Skills, Investments Knowledge, Banking Knowledge

Industry

Banking

Description
    Personal Trust Receptionist/Administrative Assistant Trust & Investment Management Division Duncan, OK   Onsite Position LOCATION 16S 9th St Duncan,OK 73533 HOURS   Full Time    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Assist Personal Trust Administrators * Assist with client phone calls * Greet clients and staff as they enter the office * Process receipts and distributions as instructed * Opening and closing accounts on the trust accounting system * Assist with maintenance of accounts on the trust accounting system * Prepare client review reports * Scan trust information to electronic archive * Assist customers while Trust Administrators are out or unavailable * Foster positive customer/client relations * Responsible for electronic document retention and filing * Assist with special projects * Primary initial point of contact for customers, in person and over phone * Other job related duties as assigned   REQUIREMENTS:   * Strong computer skills, including proficiency in Word, Excel and PowerPoint * Good client communications skills * Ability to work well under pressure and deadlines * Strong organizational skills and an ability to multitask with accuracy * Must be detail-oriented, accurate, dependable and a self-starter * Ability to use independent judgment, discretion, and maintain confidentiality * Good analytical skills * Basic working knowledge of investments and banking is helpful * Regular and consistent attendance and punctuality is an essential function of the job   PREFERRED SKILLS AND QUALIFICATIONS   Basic working knowledge of investments and banking is helpful  PHYSICAL REQUIREMENTS   Constant use of computer screens   Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear   Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching   Ability to sit and/or stand for long periods of time during the workday  Long periods of typing and repetitive motion  Ability to lift and/or move and carry 5 pounds Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.  EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.  
Responsibilities
This role involves providing administrative support to Personal Trust Administrators, managing client interactions via phone and in person, and handling essential trust accounting system tasks like opening/closing accounts and processing transactions. The assistant will also be responsible for preparing client reports, scanning documents, and serving as the primary initial point of contact for customers.
Loading...