Department Representative - Wealth Management & Trust

First National Bank Alaska; Anchorage (AK); On-site; USD 29,000 - 34,000; Full time

Job summary

First National Bank Alaska is seeking a Department Representative for Wealth Management & Trust to handle a range of intermediate administrative and support tasks within the unit. This role supports senior staff and ensures smooth daily operations.

Typical schedule is Monday–Friday, 8am–5pm, with a minimum wage of $21 per hour and compensation commensurate with experience. This position emphasizes accuracy, communication, and organization in a trusted banking environment.

Qualifications

• Education/Experience: Two years office, administrative experience or equivalent.
• Demonstrated word processing and spreadsheet skills; good communication.
• Ability to keyboard 35 wpm.

Responsibilities

• Performs intermediate administrative and support tasks for the unit.
• Assists with reports, records updates, and document formatting.
• Answers calls, routes messages, greets visitors, and schedules appointments.
• Maintains information and supports internal/external inquiries.
• May coordinate meetings and take minutes.

Skills

Word processing

Spreadsheets

Internet research

Communication

Typing 35 wpm

Education

Two years office/administrative experience

Tools

Microsoft Office

Job description

Department Representative - Wealth Management & Trust

Department Representative - Wealth Management & Trust
Start a career with First National Bank Alaska, the Best Place to Work in Alaska as recognized 11 years in a row by Alaska Business magazine readers.
Consider a career in Wealth Management & Trust! Department Representatives perform intermediate administrative and support functions to the unit in which they are working.

Salary: $21/hour minimum. Job/salary offer would be commensurate with job level and experience.

Schedule: Monday-Friday, 8am-5pm

GENERAL PURPOSE SUMMARY

Performs a wide range of intermediate administrative and support functions within the operating unit, section or department by performing the following essential duties and responsibilities:

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Performs a wide range of more complex administrative and support functions; composes correspondence, updates and maintains records; maintains and may develop spreadsheets; creates forms and templates, and prepares and formats documents using multiple software programs.
• Performs work-area specific duties and assists work area personnel with special projects as assigned by supervisor. Generates reports, compiles statistics, and summarizes data for supervisor’s approval; may perform basic review of documents for accuracy and conformity to established standards.
• Answers, routes and places telephone calls, receives and relays messages to work area personnel, and distributes and sends mail. Greets and directs visitors to appropriate individuals, and schedules appointments.
• Responds to internal and external customer requests for information and maintains awareness of subject matter experts within the work area and the bank for effective referral.
• May schedule and coordinate meeting facilities and equipment, take minutes, and generate and distribute reviewed and approved minutes to appropriate personnel.
• Performs other work-related duties as assigned supervisor.

COMPLIANCE EXPECTATIONS

• Stay up to date on relevant laws and regulations and complete all compliance training on time.
• Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job.
• Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and/or EXPERIENCE:
Minimum: Two years office, administrative, or related experience; or equivalent combination of education/training and experience.
Preferred: Specific business unit area related experience.

OTHER SKILLS and ABILITIES: Demonstrated word processing and spreadsheet software skills required, as well as Internet research abilities and good communication skills. Ability to keyboard 35 wpm required.

LANGUAGE SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to effectively write routine reports and business correspondence. Ability to speak effectively with customers or employees of the organization, clearly articulate ideas and facts.

MATHEMATICAL SKILLS: Ability to accurately calculate figures and amounts, such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING SKILLS: Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

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. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms. The employee is frequently required to talk and hear. The employee is occasionally required to stand; walk; stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision ability required by this job includes close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.