Administrative Assistant II - Personal Trust
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Responsibilities
- Provide administrative support to the Trust team
- Process financial transactions/data entry
- Answer phone calls and write e-mail correspondence
- Respond to routine customer and internal account inquiries, performing necessary research and following up in a timely manner
- Use basic Trust and Tax knowledge to assist others in the department with client support
- Maintain documentation and files on accounts
- Independently perform administrative work specific to the established department processes
- Rely on detailed knowledge of department procedures to accurately perform reconciliation duties
- Pull, calculate, and format data in an easily digestible way upon request
- Maintain contacts within multiple lines of business to appropriately escalate issues and inquiries
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Strong organizational skills
- Demonstrated ability to perform administrative tasks
- Working knowledge of business specific programs and applications
- Excellent written and verbal communication skills
- Ability to communicate with all levels of personnel
- Demonstrated attention to detail
- Proficient in Microsoft computer applications
Benefits
Additional Information
Job Description It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Administrative Assistant II role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.
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