Trust Assistant

Description

At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization. 

Job Summary: Provide administrative support to the Trust department, in particular to Advisors in all aspects of the client experience. Perform office administrative duties such as scheduling, updating records, drafting correspondence, directing phone calls, sorting mail, maintaining office equipment supplies etc. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

•  Execute day-to-day administrative support activities as directed.
•  Assist with scheduling, updating reports and records.
•  Answering multiple phone calls professionally and timely.
•  Opening and sorting mail and other correspondence.
•  Greeting internal and external customers.
•  Provide administrative support alongside Trust Administrators to support Advisors in all aspects of the client experience.
•  Work effectively with clients, Trust staff, Compliance and Legal, and Quality Assurance Group etc.
•  Maintain professional conduct with outside contacts such as trust/estate planning attorneys, assisted-living facilities, CPA firms, among other professionals in the community.

Education and Experience: High school diploma or required. Bachelor’s degree preferred in area of business or related field with 1-3 years previous administrative experience. Knowledge of financial services is a plus.

Required Skills and Knowledge: Practical experience of Microsoft Office products. Must have good attention to details, be organized, meet deadlines, and prioritize tasks. Have the ability to multi-task and follow procedures accurately. Effective verbal and written communication skills are necessary for collaboration with internal and external customers, including outside vendors or service providers.

Required Licenses and/or Certifications: Industry designations specific to financial services is a plus.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.