Administrative Assistant, Trust Investments jobs in United States
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BancFirst · 4 hours ago

Administrative Assistant, Trust Investments

BancFirst is a $14 billion bank committed to investing in the future of Oklahoma communities. They are seeking an Administrative Assistant to provide support to the investment team, assist with reports, compliance, and general administrative tasks.

BankingCommercialFinancial Services

Responsibilities

Provide general administrative support to the investment team of BancFirst Trust & Investment Management
Assist with the preparation and distribution of investment analysis reports
Assist with investment compliance reporting
Prepare reports for client meetings as needed
Assist with the maintenance of approved securities lists
Assist with the investment management segment of prospect development and marketing presentations
General data input, file maintenance, and other duties as assigned
Regular and consistent attendance is an essential function of this position

Qualification

Microsoft ExcelMicrosoft PowerPointMicrosoft WordFinancial planning experienceInvestment management experienceInterpersonal communicationAttention to detailSelf-starter

Required

Excellent interpersonal communication skills, attention to detail, and positive attitude
Excellent personal computer and software applications skills including proficiency with Microsoft Excel, PowerPoint, and Word
Self-starter with ability to work on a variety of assignments simultaneously

Preferred

Minimum of 2 plus years relevant experience or education desired
Prior experience in financial planning/investment management industry preferable

Benefits

Excellent benefits

Company

BancFirst

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With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities.

Funding

Current Stage
Public Company
Total Funding
$3.65M
2015-04-28Post Ipo Equity· $3.65M
1993-04-08IPO

Leadership Team

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Kevin Callahan
Chief Technology Officer
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Kevin Lawrence
Chief Financial Officer
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Company data provided by crunchbase