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    Personal Trust Administrative Assistant

    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.





    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





    Basic working knowledge of investments and banking is helpful


    Bilingual (Spanish) a plus





    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





    BancFirst, Downtown Oklahoma City

    101 N. Broadway

    Oklahoma City, OK  73102





    Full Time




    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.


    Diversity…Our differences enhance business performance.