The Trust Administrative Assistant assists Trust Officer(s) with account administration, sales activities and relationship management. Provides proactive client service and addresses client inquiries. Interacts frequently with clients, internal departments and/or external resources to research and resolve complex operational issues related to moderately complex to highly complex accounts. Prepares preliminary client correspondence and customized professional client presentation materials for the Trust Officer. Understands trust terminology and has the knowledge to interpret basic trust documents. Provides basic administration support such as phone coverage, calendar maintenance, travel planning, etc.
Provides administrative support to Trust Officer(s) with any necessary work to include but not limited to estate settlement, trust administration, estate planning and special projects.
Possesses ability to manage and prioritize tasks given from multiple trust officers.
Prepares Inventories and Accountings for the Clerk of Court.
Checks daily work to include transactions, cash balances and mail.
Inputs all bill payment and disbursements.
Completes and maintains all checklists.
Receives in checks.
Sets up and maintains accounts on the system.
Must be proficient in the trust computer system.
Works with operations on the movement of securities.
Maintains a thorough knowledge of all American National Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
Office working environment.
Ability to walk from station to station and carry working papers.
Outstanding oral and written communication skills.
Must have ability to craft correspondence and other writing assignments with meticulous grammar, editing and writing skills.
Strong inter-personal skills and good listening skills.
Strong organizational skills, prioritization skills and attention to detail.
Ability to communicate effectively with all levels of management, team members and clients.
Proven ability to multitask in a fast paced environment, in a highly organized fashion.
Exercises good judgment in identifying and resolving problems
Self-starter with ability to take assignments, work independently and manage priorities.
A proactive team player.
Strong time management skills with good follow up.
Exemplifies excellent customer service.
Demonstrated proficiency in Microsoft Office software (Word, Excel, and PowerPoint).
Intermediate to advanced proficiency in Outlook.
EDUCATION AND EXPERIENCE
Four year degree desired.
Five plus years in administrative assistant experience desired.
Prior trust, investment or banking experience preferred.
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to speak, hear, sit, walk, stand and drive.
The associate must occasionally lift and/or move up to 25 lbs.
Specific vision abilities required by this job include close vision, color, and the ability to adjust focus.
The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
American National Bank is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
About American National Bank & Trust Company
At American National Bank & Trust Company, we believe being local is more than just having an office in the community. It's about looking out for our customers with better banking options and quick, local decisions. It's about supporting local community organizations and working with local businesses that are so vital to our communities. And more than anything, it's about people - local people who are passionate about serving the needs of the valuable customers and businesses that make each community unique.
Established in 1909 in Danville, Virginia, we have a long legacy of helping people and communities thrive. With more than two dozen locations in both Virginia and North Carolina, we are proud to employ over 350 of the most skilled and dedicated bankers in the markets we serve. We offer a wide array of competitive benefits including medical, dental, vision, disability, 401k, life insurance, health savings accounts, flexible spending accounts, pet insurance and more.