Administrative Assistant - Trust - Owensboro, KY

Independence Bank - Owensboro, KY

Full-time

Onsite - Owensboro, KY

Credit Intermediation and Related Activities

About the position

The Administrative Assistant - Trust position is responsible for providing operational support and administrative duties to multiple Trust Officers, Administrative Officers, and Portfolio Managers. The role involves a variety of tasks ranging from simple to complex, including processing customer requests, preparing documents, conducting research, and performing general administrative tasks.

Responsibilities

• Works with Trust Officers, Administrative Officers, Portfolio Managers, and customers to process and complete customer requests
• Assists in preparation of new account documents and sets up new accounts on accounting system
• Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software
• Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors
• Performs administrative tasks, including answering the phone, staffing the reception desk, scanning, copying and printing
• Assists in processing incoming bills, distribution requests, and wires
• Balances daily work items in coordination with Trust Operations
• Orders supplies, maintains records database systems, and performs basic bookkeeping work
• Files and retrieves corporate documents, records, and reports
• Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls
• Assists in processing retirement plan contributions, distributions, allocations, and tax reporting
• Organizes client meetings and community events
• Supports retirement plan administration

Requirements

• High School or GED required; Associate Degree in business, accounting, or related field preferred
• No experience required; customer service and/or clerical experience preferred
• Computer competency and experience with Microsoft Word and Excel required
• Accuracy and attention to detail
• Customer service skills
• Clerical and administrative skills, including data entry
• Knowledge of recordkeeping and bookkeeping principles
• Oral and written communication skills
• Interpersonal skills
• Ability to understand and follow directions
• Ability to multi-task and meet deadlines