Administrative Assistant

Community Financial System, Inc.; City of Utica (NY); On-site; USD 22,000 - 27,000; Full time

Benefits offered by this job

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Job summary

Community Financial System, Inc. (CFSI) is seeking a detail-oriented Records/Administrative Clerk to scan daily operational paperwork and process various forms for internal workflows.

You will support multiple departments by handling mailing tasks, file maintenance, and document preparation for offsite maintenance. The role requires good communication, strong organizational skills, and proficiency with Word and Excel.

Qualifications

• High School diploma or equivalent required; two-year college degree preferred.
• Good communication and organizational skills; proficient with PC.
• Experience with Word and Excel recommended.

Responsibilities

• Daily scanning of operational paperwork and cleaning up old files.
• Process enrollment, beneficiary, MPL, IRA, fund change, and trust forms.
• Prepare scanned docs for offsite maintenance and complete mass mailing tasks.

Skills

Communication

Organization

PC Literate

Education

High School Diploma or equivalent

2-year college degree preferred

2 year accounting degree helpful

Tools

Microsoft Word

Microsoft Excel

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for scanning all daily operational paperwork and completing Mass Mailing Requests. Responsibilities also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.

Essential Duties:

• Daily Scanning of operational paperwork (including clean-up of old files)
• Enrollment Forms
• Beneficiary Forms
• MPL Paperwork
• Incoming IRA Forms
• Fund Change Paperwork
• Trust Paperwork
• Preparing scanned paperwork to be processed for offsite maintenance
• Complete Mass Mailing requests and place Billing Tasks; utilizing database systems
• Utilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.
• Assist, and perform as back up to the Receptionist and/or Administrative Assistant when necessary:
• Phone
• Reception
• Scanning/Filing
• Stuff envelopes as required
• UBS Download
• B50 letters
• Print labels from database as required
• Open, date, stamp and distribute incoming department mail
• Match up distribution/loan checks and letters and prepare for outgoing mail.
• Assist support positions from other departments when necessary
• Perform other duties as requested or required
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

Education, Training and Requirements:

• High School Diploma or equivalent is necessary; 2-year college degree preferred;
• 2 year accounting degree helpful toward advancement potential
• All applicants must be 18 years of age or older

Skills:

• Good Communication Skills, Good Organizational Skills, PC Literate
• Competencies:
  • Well-developed written and oral communication skills
  • Attention to detail and good organizational skills required.
  • Proficient mathematics skills
  • Relate to co-workers and customers with respect, providing clear and detailed information
  • Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

Experience:

• Minimum of one to two years of clerical experience is necessary.

Other Job Information

Hours: M-F 8:30am 5:00pm

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

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 with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affine Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum USD $16.00/Hr.

Maximum USD $19.67/Hr.