Personal Trust Administrative Assistant
BancFirst
full-time
Posted on:
Location Type: Office
Location: Oklahoma City • Oklahoma • United States
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About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
WordExcelPowerPointcomputer skillsdetail-orientedmultitaskingindependent judgmentdiscretionconfidentialitybasic working knowledge of investments
Soft Skills
client communicationsorganizational skillsability to work under pressureaccuracydependabilityself-startercollaborationattendancepunctualitypositive customer relations