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Job Profile
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Sterling Trust Company
Account Services Clerk
Job Location: Waco, TX
Reports To (Position):
Account Services Manager
FLSA Status:
Non-Exempt
Pay Grade:
11 Bonus Eligible: Y/N Bonus Opportunity:
EXPECTATION FOR ALL EMPLOYEES
Supports the organization’s mission by exhibiting the following behaviors: excellence and competence, collaboration, innovation, accountability and ownership.
Position Summary:
Sorts incoming mail, files and verifies daily processes for account services department.
Essential Responsibilities (Principal Duties):
- Sort incoming morning mail
- Verify/File Maintenance Logs and Trust changes
- Verify Daily Processed Batches
- Sort and print letters for K-1’s
- Assist DBI
- Assist in Quarter end processing
- Assist Account Services department with clerical duties as needed
- May perform other related duties as required.
Extraordinary Working Conditions (if applicable):
Disclaimer: The above statements are intended to describe the general nature and level of work being 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.
Job Specifications
Education:
High School Diploma or equivalent
Position Knowledge/Experience:
- 0-3 years of experience in the field or in a related area
- Detail oriented
- Basic Knowledge of PC Functions, Outlook, E-mail, Microsoft Office (Word/Excel)
- 3-6 months on the job training
Skills and Abilities:
- Maintain a strong sense of urgency
- Display positive attitude to both internal and external customers
- Must possess good interpersonal skills as well as verbal communication skills
- Enjoys working in a fast-paced, team-oriented environment
- Basic business utilizations: addition, subtraction, multiplication, division, averages, percentages.
- Ability to handle excessive workload. Must be able to handle unexpected circumstances that occur during a normal days processing.
- Must be flexible and able to work independently and adapt to new and/or changing systems
- Able to follow instructions provided by other personnel or management
- Ability to move mail trays of approx. 30 lbs
Work Environment
Most basic job functions are performed in a standard office cubicle space. Small percentage of job performance is performed in the mailroom.
How To Apply:
NOTE: No relocation, fees or sponsorships.
Human Resources
Sterling Trust Company
7901 Fishpond Rd.
Waco, TX 76710
Phone: 254-399-5200
Fax: 254-751-7734
Sterling Trust Company is an Equal Opportunity Employer. We encourage eligible and qualified applicants to apply regardless of race, color, religion, sex, national origin, age, disability, or veteran status.
Please submit resume to:
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