Personal Trust Admin Assistant

Personal Trust Receptionist/Administrative Assistant

Trust & Investment Management Division

Duncan, OK

Onsite Position

LOCATION

16S 9^th St

Duncan,OK 73533

HOURS

Full Time 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assist Personal Trust Administrators
• Assist with client phone calls
• Greet clients and staff as they enter the office
• Process receipts and distributions as instructed
• Opening and closing accounts on the trust accounting system
• Assist with maintenance of accounts on the trust accounting system
• Prepare client review reports
• Scan trust information to electronic archive
• Assist customers while Trust Administrators are out or unavailable
• Foster positive customer/client relations
• Responsible for electronic document retention and filing
• Assist with special projects
• Primary initial point of contact for customers, in person and over phone
• Other job related duties as assigned

REQUIREMENTS:

• Strong 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 analytical skills
• Basic working knowledge of investments and banking is helpful
• Regular and consistent attendance and punctuality is an essential function of the job

PREFERRED SKILLS AND QUALIFICATIONS

Basic working knowledge of investments and banking is helpful

 PHYSICAL REQUIREMENTS

Constant use of computer screens 

 Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear 

 Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching 

 Ability to sit and/or stand for long periods of time during the workday

 Long periods of typing and repetitive motion

 Ability to lift and/or move and carry 5 pounds

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.

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