Receptionist - Administrative Assistant

RECEPTIONIST – ADMINISTRATIVE ASSISTANT

About Us

The Trust Company of Kansas is an independent trust and fiduciary services firm that provides wealth management, investment management, and trust administration for individuals, families and businesses. Our mission? We help people. We promise to minimize the burden of wealth management, and bestow the freedom to enjoy everything else.

Job Summary

The Receptionist – Administrative Assistant plays an important role in supporting the day-to-day operations of the company by providing administrative, office, and marketing assistance. This position serves as the first point of contact for clients and visitors and helps support a variety of projects with professionalism, efficiency, and attention to detail.

Location: In-person, Wichita office

Type of job: Full-time, salaried, non-exempt

Key Responsibilities:

Administrative & Office Support

• Prepare daily remote bank deposits.
• Prepare annual account review reports for specific list of critical account relationships.
• Prepare distribution/contribution instructions for processing.
• Approve client bills for processing.
• Maintain accurate client and account information by updating the CRM and other databases.
  
  • Personal cell phone required for multi-factor authentication for software access.
• Other administrative tasks as need.

Reception & Front Desk Duties

• Answer, screen, and direct incoming calls.
• Greet clients and visitors; connect them with appropriate internal staff.
• Set up and prepare conference rooms for various daily meetings.
• Arrange travel, meal delivery, accommodations, and conference registrations.
• Collect daily mail from USPS and distribute internally.
• Receive and distribute deliveries from UPS, FedEx, and other delivery services.
• Provide general office support.

Marketing & Client Support:

• Assist in assembling materials and special projects as needed.

Qualifications:

Education & Experience

• Bachelor’s degree or equivalent combination of education and work experience.
• Experience in financial services (trust, legal, banking, investments, or accounting) or professional services environments preferred.

Skills & Competencies

• Demonstrated telephone skills with the ability to use independent judgment in handling calls.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Excellent organizational skills and ability to prioritize multiple tasks.
• High attention to detail.
• Strong written and verbal communication skills.

What We Offer:

• Competitive compensation package
• Generous PTO
• Benefits with additional eligibility requirements:
  • Medical coverage, Group life and disability insurance, Employee Stock Ownership Plan, 401(k) Plan

Equal Opportunity Employer: The Trust Company of Kansas is an equal opportunity employer. All qualified applicants will receive consideration for employment with regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.