Administrative Assistant

About the role

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities.

Responsibilities

• Scanning all daily operational paperwork and completing Mass Mailing Requests
• Assisting in the completion of monthly Participant Benefit Statements
• Assisting employees from other departments when necessary
• Daily scanning of operational paperwork (including clean-up of old files)
• Processing Enrollment Forms
• Processing Beneficiary Forms
• Processing MPL Paperwork
• Processing Incoming IRA Forms
• Processing Fund Change Paperwork
• Processing Trust Paperwork
• Preparing scanned paperwork to be processed for offsite maintenance
• Completing Mass Mailing requests and placing Billing Tasks; utilizing database systems
• Utilizing Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements
• Assisting and performing as back‑up to the Receptionist and/or Administrative Assistant when necessary:
• Phone reception
• Scanning/Filing
• Stuffing envelopes as required
• UBS Download
• B50 letters
• Printing labels from database as required
• Opening, dating, stamping and distributing incoming department mail
• Matching up distribution/loan checks and letters and preparing for outgoing mail
• Assisting support positions from other departments when necessary
• Performing other duties as requested or required
• Maintaining proficient knowledge of, and demonstrating ongoing compliance with all laws and regulations applicable to this position; ensuring ongoing adherence to policies, procedures, and internal controls; and meeting all training requirements in a timely manner

Qualifications

• High School Diploma or equivalent is necessary; 2‑year college degree preferred
• 2‑year accounting degree helpful toward advancement potential
• All applicants must be 18 years of age or older
• Minimum of one to two years of clerical experience is necessary

Skills

• Good communication skills
• Good organizational skills
• PC literate
• Well‑developed written and oral communication skills
• Attention to detail and good organizational skills required
• Proficient mathematics skills
• Ability to relate to co‑workers and customers with respect, providing clear and detailed information
• Intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

Benefits

• 11 paid holidays
• Paid vacation
• Medical, Vision & Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts

Pay

Compensation: Commensurate with experience plus potential for annual merit increase. Minimum USD $16.00/Hr. Maximum USD $19.67/Hr.

Schedule

Hours: M‑F 8:30am – 5:00pm