Administrative Assistant

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Weekly Working Hours: 40

As Trust Administrative Assistant, under general managerial supervision, will assist the Trust Officer & Manager in the administration of assigned accounts and in communications with outside professionals and other contacts.

Duties would include (but are not limited to):

• Provide customer service to the Trust & Investment Department clients, answers phone calls, respond to direct requests for information and/or forward messages to appropriate staff
• Daily processing of disbursements, receipts and other ledger / fiduciary activity.
• Sort & distribute incoming & outgoing mail
• Prepare, maintain and update client files, records and/ or other documents in accordance to Department’s policy & procedure
• Assist with preparation for monthly review meetings and annual audits.
• Participate in special projects including yearly tax season and performs other job related duties as requested.

Experience & Qualification:

• General computer skills to include Microsoft Word, Excel & Outlook
• Strong time management skills and ability to multi-task and prioritize work
• Strong organizational/ planning skills with attention to detail
• Motivated self-starter with a willingness to learn
• Work well independently but also a team player
• Bilingual/ Spanish preferred

Qualifications:

• 2+ years work experience as a receptionist, administrative assistant, or great work longevity in customer service.
• Familiarity with Word, Excel, and Outlook.
• Bonus: If you have work experience at a bank or financial services

EOE

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