The role involves processing invoice payments, managing past due accounts, and maintaining accurate customer contact information. The assistant also supports the Corporate Trust Department by handling legal fee logs and providing invoicing support to the Personal Trust Department.
Requirements overview
Candidates should possess strong organizational, communication, and interpersonal skills with proficiency in the Microsoft Office Suite. While an Associate or Bachelor degree is preferred, it is not strictly required for this position.
Bank of Utah offers Personal and Business Banking, Home Lending, Wealth Management and Corporate Trust Services; with 18 locations throughout northern Utah and the St. George area.
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Description
Thanks for your interest in applying to the Bank of Utah. My name is Jennifer Miller, and I work as VP Corporate Trust Officer. As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named S&P Global Top 20 Bank two years in a row and a Top 100 Fastest Growing Company.
Our Mission Statement:
We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.
Job Opening Details:
If our mission statement piques your interest, we encourage you to apply for the currently open position of Corporate Trust Billing Administrative Assistant II to work Monday - Friday, 8:00 AM - 5:00 PM, at our Branch located at 50 South 200 East, SLC, UT. The Corporate Trust Billing Administrative Assistant II works as an assistant in the Corporate Trust Department, provides customer service and initiates actions in support of the billing team. Primary responsibilities include processing invoice payments, managing past due invoices, and maintaining customer contact information, while providing excellent customer service.
Qualifications:
* - Associates or Bachelor Degree preferred but not required.
* - Proficiency in Office Suite.
* - Excellent organizational, communication (written/oral), and interpersonal skills.
* - Self-Motivated
* - Strong attention to detail and sense of urgency
Regular Duties and Responsibilities:
* - Assist Account Administrators and the legal team with account maintenance
* - Review incoming funds and apply to invoices for collections
* - Review the recon daily to clear items as applicable
* - Manage the Past Due Report and track expected, received, and outstanding invoices
* - Archive client correspondence in the department’s electronic system
* - Log additional legal fees, FedEx fees, etc. to the account invoices
* - Provide additional invoicing support to the Personal Trust Department
* - Assist with special projects as needed.
* - Assist with and help research customer inquiries
* - Communication with clients by telephone and email.
* - Attendance is an essential function of the job.
Benefits of Working with Us:
Bank of Utah's comprehensive benefits package includes:
* Great work-life balance, with a Monday-Friday schedule
* Competitive pay and benefits, including medical, dental and vision plans
* 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
* 12 paid bank holidays + paid time off, including paid parental leave
* Volunteer opportunities to make a difference in the communities where you work and live
* Awards and recognition to celebrate you and your colleagues for living the bank's values
*The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.