Clerical Assistant in Richmond, Indiana at First Bank Richmond

Position Summary

The Clerical Assistant will be responsible for assisting the Wealth Management department with clerical tasks and administrative projects.

Essential Responsibilities

• Process and reconcile daily wealth management transactions.
• Scan, file, and maintain electronic and hard copies of open and closed account files
• Arrange meetings and ensure appropriate reservations, when necessary
• Collect and distribute daily mail
• Other miscellaneous clerical and administrative duties, as assigned

Competencies & Qualifications

• High school diploma or equivalent required
• Proficient with Microsoft Word and Excel
• Ability to work well within deadlines
• Ability to handle high-volume workload
• Excellent verbal and written communication skills
• Excellent customer service acumen
• Efficient, effective organization and time-management skills
• Consistent attention to detail
• Ability to work effectively with or without specific direction, as needed