1St Source Bank Valparaiso , IN 46385
Posted 2 weeks ago
POSITION SUMMARY
Responsible for supporting the administrative assistant team in assigned region.
ESSENTIAL REQUIREMENTS
Prepares transactions on Trust system for client accounts
Updates paper and electronic files with updated client information
Picks up, delivers, and processes inter-office and U.S. Mail
Serves as receptionist for the Business Banking and Wealth Advisory services hallway
Opens and closes client accounts
Updates and prepares investment policy statements
Prepares and processes IRA distributions
Prepares and processes Discretionary Distributions
Maintains Excel spreadsheets
Updates and processes scholarship information
Assists with client events
Prepares accountings for court approved accounts
Orders and maintains supplies
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
One (1) or more years of related experience preferred.
Excellent organizational skills required and ability to work independently.
Prior data entry or clerical experience preferred.
Pleasant and professional telephone skills.
Prior general office experience helpful; including experience in operating scanner and copier.
Working knowledge of Microsoft Excel and Word.
Ability to handle multiple tasks in a fast-paced environment.
Dependable, detailed oriented and a team player.
EDUCATION
High School Degree or GED required; 1 - 3 years' college preferred.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone, and standard office equipment.
1St Source Bank