Trust Administrative Assistant I

The Trust Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling informational requests, and performing clerical functions such as preparing correspondence, greeting visitors, arranging conference calls, and scheduling meetings.

• Greet visitors and answers incoming calls, responds to their inquiries by providing information or seeks out resources for a response to inquiries. Takes messages, and transfers/directs them to the appropriate person(s) according to their question and or request


• Reconcile client expenses upon receipt of bills. Review database for prior payments, check the recurring payment list, review account history to ensure bill is not duplicated, confirm account balance for sufficient funds, prepare check request and forward to Trust Officer for approval. Mail bill payments in a timely manner.


• Operate office equipment such as f...