Administrative Assistant II, Trust, Elkhart, IN

1st Source Bank; Canal Winchester (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

1st Source Bank is seeking an Administrative Assistant II in Elkhart, IN, to support trust relationship officers and managers with daily account administration, client relations, and project work.

The role involves auditing, data entry, reporting, and coordinating local client events, with a focus on confidentiality and high professional standards. On-site, full-time position requiring strong MS Office skills.

Qualifications

• 1–3 years of administrative, banking or personal trust experience preferred.
• Proficient in MS Word, Excel and PowerPoint.
• Strong communication and organizational skills.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Coordinate meetings and manage calendars for trust officers.
• Prepare audits, reports and data entry as needed.
• Type letters, forms and emails; handle routine mail.
• Assist with opening, closing and maintenance of trust relationships as needed.
• Generate reports and presentation materials; assist with client events.

Skills

Administrative experience

Communication skills

Organizational skills

Education

High School Diploma/GED

College preferred

Tools

Microsoft Word

Excel

PowerPoint

Job description

Administrative Assistant II, Trust, Elkhart, IN

Job Category: Administrative/Service Support

Requisition Number: ADMIN004382

• Full-Time
• On-site

Locations

Showing 1 location

Franklin Street Banking Center
131 E Franklin St
Elkhart, IN 46516, USA

Description

POSITION SUMMARY

Assists the trust relationship officer and supports the manager with day-to-day account administration, the development of positive client relationships. special projects, general executive administrative responsibilities and ongoing auditing/reporting/data entry for business goals and objectives.

ESSENTIAL REQUIREMENTS

• Supports managers by helping to coordinate meetings, managing calendar, completing audits/reporting, data entry (as needed), and other tasks as needed
• Types letters, forms, emails and handles routine mail
• Responds to and/or initiates contact with high profile clientele and internal staff in a professional manner
• Supports administrators as needed including on occasion the opening, closing and maintenance support on trust relationships
• Generates special reports, and presentation materials as needed
• Helps to coordinate local client and continued education events/activities
• Answers telephones
• Participates proactively in team environment
• Keeps administrators informed of contacts with clients
• Monitors and orders office supplies
• Regular and predictable attendance is an essential requirement of the position.
• Completes all compliance training related to the position
• Must learn and understand all applicable laws and regulations that apply to the position and complies with the requirements

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

• One (1) to three (3) years of administrative, banking industry or personal trust experience preferred
• Good PC skills with experience in Microsoft Word, Excel and PowerPoint essential
• Ability to prioritize tasks
• Ability to multi-task in a fast-paced environment
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records
• Strong communication and organizational skills

EDUCATION

High School Diploma/GED required. One (1) to four (4) year’s 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, fax, phone and standardoffice equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.