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Administrative Assistant - Trust Investments


Oklahoma City, Oklahoma
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





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.


Diversity…Our differences enhance business performance. 



Contact information: 

BancFirst, Oklahoma City 

Attn:  Celeste Maddox 







































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