Administrative & Records Coordinator

Community Bank, N.A.; City of Utica (NY); On-site; USD 22,000 - 27,000; Full time

Benefits offered by this job

11 paid holidays

paid vacation

Medical

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Bank, N.A. is seeking a clerical assistant to support daily operations including scanning, enrollment forms, beneficiary forms, and mass mailing tasks. The role involves assisting across departments and ensuring accuracy and timely processing.

Qualifications include a High School Diploma and 1–2 years of clerical experience. The position offers standard banking hours and competitive benefits as part of Community Financial System, Inc. (CFSI).

Qualifications

• High School Diploma or equivalent is necessary.
• 2-year college degree preferred.
• 2 year accounting degree helpful toward advancement potential.

Responsibilities

• Daily Scanning of operational paperwork (including clean-up of old files).
• Enrollment Forms processing.
• Beneficiary Forms handling.
• MPL Paperwork processing.
• Incoming IRA Forms handling.
• Fund Change Paperwork processing.
• Trust Paperwork handling.
• Preparing scanned paperwork for offsite maintenance.
• Complete Mass Mailing requests and place Billing Tasks; utilizing database systems.
• Utilize insertion equipment monthly for Quarterly Participant Benefit Statements.
• Back-up support to Receptionist/Administrative Assistant: phone, reception, scanning/filing, envelopes.
• Maintain knowledge of laws and internal controls; meet training requirements.

Skills

Communication skills

Organizational skills

PC literate

Microsoft Word & Excel

Education

High School Diploma

2-year college degree

Accounting degree helpful

Tools

Microsoft Word

Excel

Job description

Community Bank, N.A. is seeking a clerical assistant to support daily operations including scanning, enrollment forms, beneficiary forms, and mass mailing tasks. The role involves assisting across departments and ensuring accuracy and timely processing.

Qualifications include a High School Diploma and 1–2 years of clerical experience. The position offers standard banking hours and competitive benefits as part of Community Financial System, Inc. (CFSI).