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5 days old
2018-07-122038-01-18

Personal Trust Administrative Assistant

Tulsa, Oklahoma
  • Job Status
    Full Time

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Personal Trust Administrative Assistant

 

Tulsa, OK                                                         

 

 

 

 

 

 

 

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 Administration

 

 

 

Assist in the administration of real estate held within trust accounts

 

 

 

Process Receipts and Distributions as instructed

 

 

 

Opening and closing accounts on the trust accounting system

 

 

 

Coordinate the filing of tax forms and payments

 

 

 

Assist customers while Trust Administrators are out or unavailable

 

 

 

Foster positive customer/client relations

 

 

 

Responsible for document retention and filing

 

 

 

Assist with special projects

 

 

 

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

 

 

 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

 

 

 

 

 

REQUIREMENTS

 

 

 

3-5 years experience in Trust preferred, but not required

 

 

 

Preferred candidate will have experience in real estate transactions and property management

 

 

 

Knowledge of the Bank’s organization, policies and procedures, and trust accounting systems a plus

 

 

 

Ability to work well under pressure and deadlines

 

 

 

Strong organizational skills and an ability to multitask with accuracy

 

 

 

Strong communication skills whether by phone, in person or in writing

 

 

 

Must be detail-oriented, accurate, dependable and a self-starter

 

 

 

Impeccable attention to detail

 

 

 

Ability to use independent judgment, discretion, and maintain confidentiality

 

 

 

Excellent analytical skills

 

 

 

Good client communications skills

 

 

 

Strong computer skills, including proficiency in Word, Excel, and PowerPoint

 

 

 

Basic working knowledge of investments and banking

 

 

 

Attendance and punctuality is an essential function of the job

 

 

 

 

 

LOCATION

 

 

 

7625 E. 51st Street

 

Tulsa, OK 74145

 

 

 

 

 

HOURS

 

 

 

Full Time

 

 

 

 

 

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $7.6 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-eight 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/LGBTQ
 

 

 

 

Diversity…Our differences enhance business performance.

 

 

 

 

 

 

 

 

 

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Personal Trust Administrative Assistant

BancFirst
Tulsa, Oklahoma

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BancFirst
Tulsa, Oklahoma

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