Administrative Assistant - ABOC : Job Details

For 100 years, ABOC has fostered deep ties to our customers and our community, serving the banking needs of countless businesses, organizations, institutions, and individuals, many for multiple generations. These relationships are based on profound trust, in-depth understanding and highly personal and responsive service provided by our experienced bankers.

We take tremendous pride in being a great place to work! We value the contributions our employees bring to the table every day. We work hard to nurture and maintain a mutually respectful, diverse culture that fosters teamwork and a commitment to exceptional customer service.

ABOC is hiring an Administrative Assistant. This position is responsible for providing operational and administrative support to sales staff, administrators and investment portfolio managers within the Trust Administration, Investment and Marketing area.

RESPONSIBILITIES:

• Performs various departmental administrative functions in accordance with operational priorities including daily attendance reporting, document preparation (tickets, checks, wires, forms, spreadsheets, reports, tax forms, etc.) and supply maintenance.
• Assists with the preparation of and maintains detailed instructions and procedures for custody trust accounts.
• Completes RFP's, RFI's, consultant questionnaires and client presentations.
• Provides phone coverage, scans departmental documents and maintains database and filing systems.
• Enters, updates and balances transaction data, information and applicable rates in various software applications.
• Participates in the preparation of quarterly fact sheets.
• Coordinates Bank arrangements for and personnel involvement at client professional conferences and exhibits.
• Maintains Trust Custody mailing list and departmental legal files for Trust/Investments.
• Generates monthly data reports for presentation to the Board of Directors.
• Responds to annual audit/5500 requests as needed.
• Attends client meetings and events as required.
• Completes special projects as assigned.
• Performs other related duties as assigned.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

• High school diploma or equivalent (required)
• Microsoft 365 Experience
• Three (3) years of financial experience which demonstrates knowledge of financial practices (required)
• Experience in a Taft-Hartley administrative or trust administration environment (preferred).

BENEFITS:

• Full health insurance (medical, dental and vision),
• Pension
• Employee Assistance Program
• Open-door work environment
• Opportunities for advancement
• Community Service Opportunities

Compensation:

$40,000 - $50,000

This salary range is inclusive of several factors, including experience, qualifications, and market trends.

We are an equal opportunity employer and value diversity, equity, and inclusion at our company. We do not discriminate based on any protected category. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.