• '

  •  

    Personal Trust Administrative Assistant

    BancFirst
    Job Description

    Personal Trust Administrative Assistant

    Oklahoma City, 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 Administrators

     

    Process receipts and distributions as instructed

     

    Opening and closing accounts on the trust accounting system

     

    Assist with maintenance of accounts on the trust accounting system

     

    Prepare client review reports

     

    Coordinate the filing of tax forms and payments

     

    Assist customers while Trust Administrators are out or unavailable

     

    Foster positive customer/client relations

     

    Responsible for electronic document retention and filing

     

    Perform other job related duties and special projects as assigned

     

    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

     

    Strong customer service skills

     

    Proficient in Microsoft Office, including Word, Excel and PowerPoint, and knowledge of, or the ability to quickly learn, banking software applications 

     

    Outstanding listening and communication skills, both written and verbal

     

    Work well under stress and deadlines while managing multiple tasks

     

    Detail-oriented with a high degree of accuracy

     

    Ability to use independent judgment, discretion, and maintain confidentiality

     

    Good analytical skills

     

    Must demonstrate a business professional image and demeanor at all times 

     

    Attendance and punctuality is an essential function of the job

     

     

    PREFERRED SKILLS

     

    Basic working knowledge of investments and banking is helpful

     

    Bilingual (Spanish) a plus

     

     

    PHYSICAL REQUIREMENTS

     

    Constant use of computer screens 

     

    Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear  

     

    Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching 

     

    Ability to sit and/or stand for long periods of time during the workday


    Long periods of typing and repetitive motion


    Ability to lift and/or move and carry 5 pounds

     

     

    LOCATION

     

    BancFirst, Downtown Oklahoma City

    101 N. Broadway

    Oklahoma City, OK  73102

     

     

    HOURS

     

    Full Time

    M-F

     

     

    Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $9 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty 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.