Personal Trust Administrative Assistant

Trust & Investment Management Division

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.

REQUIREMENTS

Proficient in Microsoft Office Excel, PowerPoint and Word, and knowledge of, or the ability to quickly learn, banking software applications

Excellent communication skills, both written and verbal

Ability to work well under pressure and deadlines

Strong organizational skills and an ability to multitask with accuracy

Detail-oriented

Dependable self-starter

Ability to use independent judgment, discretion, and maintain confidentiality

Good analytical skills

Demonstrated good attendance and punctuality

PREFERRED SKILLS AND QUALIFICATIONS

Basic working knowledge of investments and banking is helpful

PHYSICAL REQUIREMENTS

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

LOCATION

BancFirst Tower

Downtown Oklahoma City

100 N. Broadway

Oklahoma City, OK 73102

HOURS

Full Time

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 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.
EOE/Minority/Female/Disability/Veteran/LGBTQ

Diversity…Our differences enhance business performance.