Administrative Assistant - Towne Trust

Primary Purpose:

Performs assigned administrative, project and reception duties and functions in support of the Trust Company. This position will provide additional office support as needed.

The good-faith compensation range for this role is expected to be $37,000 to $42,000, based on the role, market, internal equity, and candidate qualifications.

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.

• Monitors office access for all visitors, connecting them with the appropriate Trust personnel to help them.
• Processes all office mail (sort, open, label, scan) prepares for bill pay process.
• Prepares and maintains correspondence, forms and letters as needed.
• Performs contact maintenance and data entry in the trust accounting system.
• 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.
• Performs traditional office management duties, to include ordering and maintaining office supplies, and acting as liaison for all office maintenance vendors as needed (HVAC, facilities, etc.).
• Daily balancing with company accounting system to checking account; various reconciliation processes as needed.
• Assists with various projects and initiatives in support of Towne Trust fiduciary, operations, investment, administrative or executive teams.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

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.

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.