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Trust Administrative Assistant
Uvalde, TX
Job Description
Job Summary:
Trust Administrative Assistant will assist Trust Officer in handling the day-to-day administrative operations.
Job Duties and Responsibilities:
First State Bank of Uvalde provides equal employment opportunities to all employees and applicants for
employment and prohibits discrimination and harassment of any type without regard to race, color,
religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation,
gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement,
promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Trust Administrative Assistant will assist Trust Officer in handling the day-to-day administrative operations.
Job Duties and Responsibilities:
- Process all new accounts into Trust accounting System
- Write letters on behalf of Trust Officers for purchase/sale of stock, CD’s, etc.
- Enter check requests/disbursements into Trust accounting system
- Reconcile and maintain an accurate log of Trust Income
- Process Trust Departments Quarterly Fees
- Daily posting of Trust departments tickets
- Assist with requests during audits and exams
- Cross-train in all functions of Trust Operations including FSB stock processing
- Assist with morning balancing as needed
- Prepare reports for monthly Board meetings and Trust Committee meetings
- Organize various trust files ensuring that files are complete with all documentation required
- Monitor and keep track of all insurance/payments and lease agreements/payments
- Assist with daily scanning/reviewing of Trust documents
- Assist Operations Manager during Tax Season (write letters, compile tax packages and keep an accurate log of all estimated tax payments for the year)
- Supply ordering for the department
- Process Fincen Reports
- Update weekly CD rates from Rate Watch
- Type documentation for CDs & Securities maturing
- Communicate with Southwest Texas Junior College for Scholarship information
- Other duties and/or projects as assigned by supervisor
- High School Diploma or Equivalent
- Detail oriented
- Ability to complete assigned task in a timely and efficient manner
- Excellent customer service skills
- Proficient in Outlook, Word and Excel applications
- Ability to write reports and business correspondence
- Ability to interact professionally with all levels withing the Bank
First State Bank of Uvalde provides equal employment opportunities to all employees and applicants for
employment and prohibits discrimination and harassment of any type without regard to race, color,
religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation,
gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement,
promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Job Summary
Company
Employment Term and Type
Regular, Full Time
Hours per Week
40
Required Education
High School or Equivalent
Required Experience
Open
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