Office Administrator

Members Trust Company; Denver (CO); On-site; USD 34,440 - 41,328; Part time

Benefits offered by this job

Reduced PTO schedule

401(k)

Company-wide discretionary incentive program

Job summary

A financial services firm in Denver is seeking a part-time Office Administrator to provide administrative and operational support to the office. The role requires excellent communication skills, bilingual capabilities in English and Spanish, and a minimum of three years of customer service experience. The position is in-office Monday to Friday, offering a collaborative work environment and competitive rewards.

Qualifications

• Minimum three years of customer service experience required.
• Minimum three years of professional office experience required.

Responsibilities

• Provides comprehensive administrative support to the Denver Team.
• Serves as point of contact for clients and prospective clients.
• Responds to account inquiries from clients and prospective clients.
• Acts as receptionist and directs calls to appropriate staff.
• Processes bill pay and requested distributions for clients.
• Completes special projects and other related duties.

Skills

Bilingual, fluent in both English and Spanish

Excellent verbal and written communication skills

Excellent interpersonal and customer service skills

Proficiency in technology

Strong analytical skills

Proven ability to take initiative

Ability to multi-task

Ability to work independently

Education

High School Diploma

Job description

Members Trust Company provided pay range

This range is provided by Members Trust Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$25.00/hr - $30.00/hr

Additional compensation types

Annual Bonus

Direct message the job poster from Members Trust Company

Chief People Officer at Members Trust Company

Who We Are

Founded in 1987, Members Trust Company is the first nationally chartered trust and investment management company owned by credit unions and regulated by the Office of the Comptroller of the Currency. We provide trust and estate services, investment management, and planning solutions for our valued clients.

Our Mission

We empower credit unions, RIAs and broker dealers to grow their wealth management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all of which are focused on helping every client realize their financial aspirations.

Come Grow With Us

With our Main Street values comes Wall Street expertise. We have the full breadth of capabilities expected from large national firms but deliver an unrivaled service experience and relationship that you'd want from a local boutique.

Job Summary

We are seeking an Office Administrator to provide administrative and operational support to the Denver office and its team members.

This is a part-time role based out of MTC’s Denver office. To best serve our clients, the qualified candidate must be in-office Monday-Friday, 9:00am-2:30pm.

Primary Duties and Responsibilities

• Provides comprehensive administrative support to the Denver Team.
• Serves as point of contact for clients and prospective clients.
• Responds to account inquiries from clients and prospective clients.
• Acts as receptionist and directs calls to appropriate staff.
• Collects, scans and distributes mail.
• Processes bill pay and requested distributions for clients and beneficiaries.
• Scans various account documents to Laserfiche.
• Maintains contact list for centers of influence, clients, and vendors.
• Greets and assists visitors to the Denver office.
• Completes special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.
• Performs out of office tasks including, but not limited to, delivering mail and packages to post office, picking up office supplies etc. using personal vehicle.
• Assists with completing account opening and closing paperwork.
• Serves as dual control agent with Trust Officer.

Required Skills/Abilities

• Bilingual, fluent in both English and Spanish, preferred.
• Excellent verbal and written communication skills including the ability to effectively interact with all levels within the organization.
• Excellent interpersonal and customer service skills.
• Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.
• Strong analytical skills with an attention to detail.
• Proven ability to take initiative, find and provide solutions.
• Ability to multi-task and meet deadlines.
• Ability to work independently.

Education and Experience

• High School Diploma required.
• Minimum three years of customer service experience required.
• Minimum three years of professional office experience required.

Physical Requirements

• Ability to navigate various areas of an organization’s physical premises.
• Ability to remain in a stationary position for prolonged periods.
• Ability to effectively operate a computer and other office equipment.
• Ability to move boxes, inventory, and materials weighing up to 15 pounds at one time.
• Occasional travel required for meetings, conferences, etc. as requested.

Additional Information

Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time.

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

What We Offer

• Collaborative and Supportive Work Environment
• Competitive Total Rewards Program
• Innovative Brand and Thought Leadership
• Meaningful Work and Growth Opportunities

This part-time role is eligible for a reduced PTO schedule, 401(k), and company-wide discretionary incentive program. This role is not eligible for healthcare coverage. For a complete list of our benefit offerings for eligible full-time employees, visit our Careers Page at www.memberstrust.com.

Equal Opportunity Employer | E-Verify Employer

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Administrative

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Inferred from the description for this job

401(k)

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