Corporate Trust Billing Administrative Assistant II

About the role

The Corporate Trust Billing Administrative Assistant II works as an assistant in the Corporate Trust Department, provides customer service and initiates actions in support of the billing team.

Responsibilities

• Assist Account Administrators and the legal team with account maintenance
• Review incoming funds and apply to invoices for collections
• Review the recon daily to clear items as applicable
• Manage the Past Due Report and track expected, received, and outstanding invoices
• Archive client correspondence in the department’s electronic system
• Log additional legal fees, FedEx fees, etc. to the account invoices
• Provide additional invoicing support to the Personal Trust Department
• Assist with special projects as needed
• Assist with and help research customer inquiries
• Communication with clients by telephone and email
• Attendance is an essential function of the job

Qualifications

• Associates or Bachelor Degree preferred but not required
• Proficiency in Office Suite
• Excellent organizational, communication (written/oral), and interpersonal skills
• Self-Motivated
• Strong attention to detail and sense of urgency

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

Schedule

Monday - Friday, 8:00 AM - 5:00 PM, at our Branch located at 50 South 200 East, SLC, UT.