Overview
Office Assistant/Receptionist Jobs in De Witt, IA at (563) 659-5135
Job Location: Glencoe
Position type: Full-time
Yearly Salary: $40,000 – $50,000
Security Bank is looking for an Administrative Assistant to provide primary support to Trust Officers along with various routine and non-routine administrative support functions within the Trust Department.
Responsibilities:
Ensure all new, current and closed accounts have appropriate paperwork
Execute timely and accurate correspondence with clients as necessary for administration of their accounts
Organize and prepare for client meetings
Assume responsibility as directed for routine fiduciary duties connected with an account when client dies
Assist in the preparation of annual accountings for court
Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts
Assist with annual reviews on assigned accounts
Responsible for maintaining all trust customer filing as instructed by the Trust Officer
Maintain and organize account files
Perform miscellaneous assignments as needed including delivery of documents, typing and data entry
Create graphs and charts for presentations to existing and prospective clients
Answer and direct phone calls
Assist Trust Officers with problem resolution and/or account maintenance and day-to-day operational issues
Qualifications:
Successful candidates possess organizational skills, functional and technical skills, effective written communication, and problem solving skills
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Title: Office Assistant/Receptionist
Company: (563) 659-5135
Location: De Witt, IA
