Trust Receptionist

Essential Responsibilities

• Provides general administrative and clerical support as requested.
• Operates main telephone switchboard and assists callers by transferring them to the appropriate party or taking messages from the caller.
• Maintains building access for all visitors, directing them to the appropriate suite.
• Processes all office mail (sort, open, label, scan), prepares for bill pay process.
• Prepares and maintains correspondence, forms and letters as needed.
• Responds to and directs all client inquiries to the proper administrator or assistant.
• Maintains all address changes for clients according to procedures.
• Deals professionally with inquiries from the public as well as clients.
• Ensures all meeting rooms are well-maintained, organized, and presentable for scheduled events and daily use.
• Orders and maintains company supplies.
• Maintains requests and directs all office maintenance vendors as needed (HVAC, facilities, etc.).
• Daily balancing with company accounting system to checking account; various reconciliation processes as needed.
• Performs various data entry into accounting system as requested.

Minimum Required Skills & Competencies

• Intermediate level knowledge of MS Office with the ability to learn other job specific software applications.
• Knowledge of office technology and peripherals.
• High level of professionalism.
• Strong written and oral communication skills and ability to distill and convey information in a compelling manner.
• Skill in adopting technological advancements and facilitating into current and future responsibilities.
• Skill in discovering and working to meet underlying needs, following through on questions, requests, and complaints.
• Ability to readily modify, respond to and integrate change with minimal personal resistance.
• Ability to anticipate, monitor, and meet the needs of members (internal and external) and respond in an appropriate manner.
• High school graduate or GED.
• Minimum 1 year experience in a receptionist or administrative assistant role.

Desired Skills & Competencies

• Experience in Financial Services or Trust Company preferred.