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Administrative Assistant - Trust Investments

BancFirst


Location:
Oklahoma City, Oklahoma
Date:
06/16/2017
2017-06-162038-01-18
Job Status:
Full Time
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Job Details

 

Administrative Assistant - Trust Investments

Oklahoma City, OK 

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

 

Provide general administrative support to Trust Investment Officers

 

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 and trade order input

 

File maintenance

 

Assist with other job related duties as requested by supervisor/manager

 

 

REQUIREMENTS

 

Excellent interpersonal communications skills, attention to detail, and a positive attitude

 

Excellent personal computer and software applications skills, including proficiency with Microsoft Excel, PowerPoint, Word, and Outlook

 

Self-starter with the ability to work on a variety of assignments simultaneously

 

Minimum of 2 plus years relevant experience

 

Prior experience in financial planning/investment management industry preferable

 

Must demonstrate a business professional image and demeanor at all times

 

Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines

 

Able to communicate professionally both verbally and in writing

 

Attendance and punctuality is an essential function of the job 

 

 

 

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $6 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-four 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/Minority/Female/Disability/Veteran/LGBT
Q

 

Diversity…Our differences enhance business performance. 

 

 

Contact information: 

BancFirst, Oklahoma City 

Attn:  Celeste Maddox 

cmaddox@bancfirst.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


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