Independence Bank

Compensation

Full Description

Administrative Assistant Job Code ADMNASST Job Family Supervisory No Job Description Title Administrative Assistant - Trust Job Summary The Administrative Assistant will be responsible for performing operational support and administrative duties for multiple Trust Officers, Administrative Officers, and Portfolio Managers. Tasks range from simple to complex. Essential Functions, Duties and Responsibilities include, but are not limited to: • Works with Trust Officers, Administrative Officers, Portfolio Managers, and customers to process and complete customer requests • Assists in preparation of new account documents and sets up new accounts on accounting system • Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software • Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors • Performs administrative tasks, including answering the phone, staffing the reception desk, scanning, copying and printing • Assists in processing incoming bills, distribution requests, and wires • Balances daily work items in coordination with Trust Operations • Orders supplies, maintains records database systems, and performs basic bookkeeping work • Files and retrieves corporate documents, records, and reports • Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls • Assists in processing retirement plan contributions, distributions, allocations, and tax reporting • Organizes client meetings and community events • Supports retirement plan administration • Assists in preparation of prospect presentations, client meeting reviews and requests for proposals. Education, Experience and Qualifications Education Required/Preferred Education Level Description Required High School or GED Preferred Associate Degree Degree in business, accounting, or related field is preferred Years of Experience Minimum Comments No experience required; customer service and/or clerical experience preferred License / Certification Required/Preferred License / Certification Description Additional Qualifications • Computer competency and experience with Microsoft Word and Excel required Core Competencies • Accuracy and attention to detail • Customer service skills • Clerical and administrative skills, including data entry • Knowledge of recordkeeping and bookkeeping principals • Computer skills • Oral and written communication skills • Interpersonal skills • Ability to understand and follow directions • Ability to multi-task and meet deadlines Working Conditions Working Conditions Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises. Travel Requirements Requirement Frequency Never or Rarely Mandatory Vacation Mandatory vacation not required Physical Requirements Requirement Frequency Sitting (remaining in a seated position) Constantly Standing (remaining on one’s feet in an upright position without moving about) Occasionally Walking (moving about on one’s feet) Occasionally Lifting (raising or lowering an object from one level to another) Occasionally Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder) Occasionally Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force) Never or Rarely Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral) Never or Rarely Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard) Constantly Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers) Occasionally Stooping (bending downward and forward by bending spine at the waist) Occasionally Squatting/Crouching (bending body downward and forward by bending legs and spine) Never or Rarely Kneeling (bending legs at knees to come to rest on knee(s)) Occasionally Crawling (moving about on hand and knees or hands and feet) Never or Rarely Climbing (ascending or descending ladders, stairs, ramps) Occasionally Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly) Frequently Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically) Frequently Near Visual Acuity (clarity of vision at approximately 20 inches or less) Constantly Far Visual Acuity (clarity of vision at approximately 20 feet or more) Occasionally Additional Physical Requirements May require moving materials weighing up to 10 pounds on an occasional basis.