Administrative Assistant, Trust Investments
BancFirst
full-time
Posted on:
Location Type: Office
Location: Oklahoma City • Oklahoma • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Provide general administrative support to the investment team of BancFirst Trust & Investment Management
- Assist with the preparation and distribution of investment analysis reports
- Assist with investment compliance reporting
- Prepare reports for client meetings as needed
- Assist with the maintenance of approved securities lists
- Assist with the investment management segment of prospect development and marketing presentations
- General data input, file maintenance, and other duties as assigned
Requirements
- Excellent interpersonal communication skills
- Attention to detail
- Positive attitude
- Proficiency with Microsoft Excel, PowerPoint, and Word
- Minimum of 2 plus years relevant experience or education desired
- Prior experience in financial planning/investment management industry preferable
Benefits
- Excellent benefits
- Learning environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment analysisinvestment compliance reportingdata inputfile maintenance
Soft skills
interpersonal communicationattention to detailpositive attitude