Onsite Personal Trust Administrative Assistant

Posted 1 hour ago

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About the role

  • Assist Personal Trust Administrators in preparing reports and managing client communications while ensuring organizational effectiveness within BancFirst.

Responsibilities

  • Assist Personal Trust Administrators
  • Prepare client review reports
  • Scan trust information to electronic archive
  • Assist with client phone calls
  • Assist customers while Trust Administrators are out or unavailable
  • Foster positive customer/client relations
  • Assist with special projects
  • Other job related duties as assigned

Requirements

  • Good 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 collaborator with team of other assistants
  • Attendance and punctuality is an essential function of the job
  • Basic working knowledge of investments and banking is helpful

Benefits

  • 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.

Job title

Personal Trust Administrative Assistant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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