Trust Administrative Officer

Company: BancFirst
Location: Duncan
Posted on: February 12, 2025

Job Description:

HOURS

Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.



Full Time

M-F

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Foster positive customer/client relations

Administer Trust accounts containing Real Estate and Oil & Gas assets

Administer IRA and Investment Management Accounts

Serve as the primary client relationship manager and point of contact

Be responsible for overseeing all activity regarding client accounts to ensure compliance with all applicable policies and procedures

Conduct group and individual client presentations and review meetings

Assist with achievement of new business goals for the office

Work with Bank Presidents, Customer Service Officers and Lenders in soliciting referrals

Work with attorneys and accountants in soliciting referrals

Community Involvement

Perform other job-related duties and special projects as assigned

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Regular and consistent attendance and punctuality is an essential function of the job



REQUIREMENTS:



Basic working knowledge of investments and banking

Knowledge of trusts, IRA, or retirement plans helpful

General tax knowledge

Minimum of 3-5 years experience in Trust preferred, but not required

Knowledge of the Bank's organization, policies, and procedures and systems

Ability to use independent judgment, discretion, and maintain confidentiality

Excellent analytical skills

Must be able to communicate professionally both verbally and in writing

Strong computer skills, including proficiency in Word, Excel, & PowerPoint

Self starter

Must be able to handle multiple tasks at a time

Brokerage or investment experience is helpful, but not required





PREFERRED SKILLS AND QUALIFICATIONS



Bilingual (Spanish) a plus





PHYSICAL REQUIREMENTS



Constant use of computer screens



Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear



Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching



Ability to sit and/or stand for long periods of time during the workday


Long periods of typing and repetitive motion


Ability to lift and/or move and carry 10 pounds

Keywords: BancFirst, Lawton , Trust Administrative Officer, Accounting, Auditing , Duncan, Oklahoma