Administrative Assistant I, Trust, South Bend, IN

POSITION SUMMARY

Responsible for supporting the administrative assistant team in assigned region.

ESSENTIAL REQUIREMENTS

• Prepares transactions on Trust system for client accounts.
• Updates paper and electronic files with updated client information.
• Picks up, delivers, and processes inter-office and U.S. Mail.
• Closes client accounts.
• Prepares recurring client bills for payment by Trust Operations
• Updates paper and electronic files with updated beneficiary designation forms
• Picks up and delivers mail between Trust Operations and Personal Trust (back up)
• Covers the front desk during breaks and lunch daily and when permanent receptionist is absent (back up)
• Follows checklist to close client accounts (back up)
• Scan and copy documents for the 1st Source Foundation (back up
• Assists the Estate Team with similar functions on an as needed basis
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

• One (1) or more years of related experience preferred.
• Excellent organizational skills required and ability to work independently.
• Prior data entry or clerical experience preferred.
• Pleasant and professional telephone skills.
• Prior general office experience helpful; including experience in operating scanner and copier.
• Working knowledge of Microsoft Excel and Word.
• Ability to handle multiple tasks in a fast-paced environment.
• Dependable, detailed oriented and a team player.

EDUCATION

High School Degree or GED required; 1-3 years' college preferred.

TRAVEL REQUIREMENTS

Minimal or occasional travel for meetings, projects or training as needed.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, phone, and standard office equipment.