Administrative Assistant

Job Description

Job Description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for scanning all daily operational paperwork and completing Mass Mailing Requests. Responsibilities also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.

Essential Duties:

• Daily Scanning of operational paperwork (including clean-up of old files)
• Enrollment Forms
• Beneficiary Forms
• MPL Paperwork
• Incoming IRA Forms
• Fund Change Paperwork
• Trust Paperwork
• Preparing scanned paperwork to be processed for offsite maintenance
• Complete Mass Mailing requests and place Billing Tasks; utilizing database systems
• Utilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.
• Assist, and perform as back up to the Receptionist and/or Administrative Assistant when necessary:
• Phone
• Reception
• Scanning/Filing
• Stuff envelopes as required
• UBS Download
• B50 letters
• Print labels from database as required
• Open, date, stamp and distribute incoming department mail
• Match up distribution/loan checks and letters and prepare for outgoing mail.
• Assist support positions from other departments when necessary
• Perform other duties as requested or required
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

Education, Training and Requirements:

• High School Diploma or equivalent is necessary; 2-year college degree preferred;
• 2 year accounting degree helpful toward advancement potential
• All applicants must be 18 years of age or older

Skills:

• Good Communication Skills, Good Organizational Skills, PC Literate
• Competencies:
  • Well-developed written and oral communication skills
  • Attention to detail and good organizational skills required.
  • Proficient mathematics skills
  • Relate to co-workers and customers with respect, providing clear and detailed information
  • Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

Experience:

• Minimum of one to two years of clerical experience is necessary.