Administrative Assistant - Trust

Major Functions

Provides a variety of administrative and staff support services for First National Bank, United Bank & Trust, and Iowa State Savings Bank Trust Departments.

Essential Duties

• Maintains spreadsheets for customer medical payments, donations and other tax-deductible expenses.
• Prepares Trust Investment Committee minutes, Monthly Agenda and Board Report.
• Assists customers with fund transfers and questions about Infovisa Client Portal login information.
• Provides telephone support, including answering phones, taking detailed messages, transferring calls to appropriate staff, handling and/or researching routine requests.
• Performs a variety of clerical and administrative duties, often of a confidential nature, including filing, copying/scanning, file and database maintenance, ordering supplies, report preparation, monitoring and approving reoccurring bills.
• Maintains client MAUI records; address changes, First Point member mailings, and holiday lists.
• Provides trust administrative support including scheduling meetings and/or appointments, processing and assembling informational materials for meetings and/or seminars/lunches.
• Assists wealth advisors with year-end tax organization.
• Greets visitors, assists visitors when appropriate or escorts to appropriate person. Meets with clients at the direction of the wealth advisor to assist with a variety of matters.
• Performs Medallion Signature Guarantees and Notary services.
• Other duties as assigned.
• Provides assistance to wealth advisors in account opening function including organization of financial materials, address changes and preparation of information spreadsheets.
• Participates in First Point appreciation events and client receptions.
• Promotes a positive image in the community.
• Assists other employees/departments/branches to promote teamwork and good communication.

Requirements

Education & Experience

• Associates degree in related field or Administrative Assistant Certification a plus.
• Previous Administrative Assistant experience preferred.

Knowledge, Skills & Abilities

• Excellent organizational skills.
• Excellent verbal and written communication skills.
• Work under pressure and perform several tasks simultaneously.
• Basic mathematical skills.
• Advanced knowledge of Microsoft Office (Word, Excel, Outlook).
• Demonstrated accuracy and attention to detail in previous work history.
• Ability to work independently with minimal supervision or in groups.
• May be required to travel to other locations.
• Ability to communicate effectively with clients, staff, attorneys, and other professionals as necessary to assist the wealth advisors.

Hours: Regularly Monday - Friday, 8:00 a.m. - 5:00 p.m. in our office. This is not a remote work position.