Student Veterans of America Jobs

This job was posted by https://okjobmatch.com : For more information, please see: https://okjobmatch.com/jobs/3078554

Title: Trust Administrative Assistant I

POSITION SUMMARY: This position provides administrative support for one or more Trust Officer and/or Wealth Advisors. This position usually has a great deal of reactive contact with clients. Sometimes certain operational and administration functions may be assigned such as distributions, bill pay, deposits, account reviews, tax forms, etc. Often the person in the position has a special function within the department such as assisting the brokerage area, assisting the farm area, serving as secretary for a committee, etc.

ESSENTIAL FUNCTIONS:

1. Account maintenance (address changes, beneficiary changes, investment objective updates, etc.).
2. Answer phones and schedule client/prospect meetings (answer inbound calls to the group and assist officers with scheduling).
3. Assist officers in processing tax returns (organize trust tax returns for officer review, serve as liaison with tax preparers office).
4. Assist officers with expense reports (prepare monthly reports).
5. Assist with onboarding new clients (make sure new clients receive welcome packet, successfully access their accounts online, are receiving statements, etc.).
6. Assist with tiering accounts (assist officers in gathering data to identify higher tier accounts and schedule additional services as appropriate).
7. Daily mail in/out (receive, sort, distribute incoming mail and coordinate outgoing mail).
8. Order supplies and manage inventory (serve as point person for ordering supplies for their location).
9. Prepare reports as needed (assist officers with pulling account reports as needed).
10. Process account opening/closing (assist with internal procedures and client contact as it relates to account opening/closing).
11. Process account reviews (answer bulk of the questions on annual account reviews and assist officers to finalize).
12. Process annual IRA Required Minimum Distributions (assist officers in processing annual RMD notices each January and setting up withdrawal requests as clients respond).
13. Record keeping/scanning (primarily responsible for imaging daily work and organizing the client imaged files).
14. Respond to client inquires (assist inbound requests from clients by phone, mail, email, walk-in, etc. and escalate to officers as needed).
15. Review daily transactions (review daily report of the prior business days account transactions and escalate to officers as needed).
16. Review scheduled disbursements (review daily report of disbursements scheduled for the next business day, monitor accounts for available cash, escalate to officers as needed).
17. Setup distributions, bill payments, and deposits (enter transactions and coordinate with back office).
18. Some operational functions (assist with and monitor cash and asset transfers in/out, assist officers in reviewing tax documents before sending to clients and tax authorities).
19. Some secretarial functions (help walk-in clients, coordinate working lunches, make copies, prepare outgoing mail, etc.).

EXPERIENCE REQUIRED:

Customer service experience

Banking or financial services experience preferred

EDUCATION, CERTIFICATIONS & TRAINING:

High school diploma or GED

JOB-SPECIFIC SKILLS & KNOWLEDGE:

• Strong interpersonal skills.
• Strong verbal and written communication skills.
• Ability to maintain a positive and professional work environment.

{=html} <!-- --> - Strong verbal and written communication skills. - Ability to multi-task and handle multiple projects with attention to detail.

{=html} <!-- --> - Must function efficiently and effectively under deadlines while remaining prof ssional. - Ability to manage time and stress effectively and adjust to changing priorities insuring no loss of efficiency, accuracy or good customer relations. - Ability to think clearly and learn quickly. - Ability to communicate effectively in person and on the telephone, hearing and speaking clearly. - Ability to operate PCs and related office equipment with proficient knowledge in Microsoft Office Excel, Word and Outlook. - Must be presentable and professional to RCB standards. - Read and speak English fluently. - All assigned compliance training, including online training courses, must be completed annually and, where applicable, a passing score must be achieved.

WORKING CONDITIONS:

Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation. This position is in an office environment within a climate-con