Given below is a sample job description template for the position of Administrative Officer:

Company: _____________________

Job Title: Administrative Officer

Location of the Job: Great Lakes, IL 60088

Job Description:

This is an entry level Personal Trust Officer position responsible for administering routine personal trust accounts such as testamentary/inter vivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument.

Position Requirements:

• Colleague is ideally working towards Trust Certificate and/or CTFA.
• Demonstrated excellent working knowledge of trust administration.
• Ability to set priorities, and objectives.
• Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions.
• Strong written and verbal communications skills.
• Minimum 3 years of administrative/clerical experience required.
• Minimum 3 years experience in a financial services organization required.
• Minimum 3 years experience in Personal Trust required.

Duties and Responsibilities:

• Perform accounting functions to include review, certification, and preparation of reports for travel vouchers and other claims for payment of goods and services.​
• May also oversee other supporting employees;
• Provide oversight to the Management Services Assistants to include identifying work assignments, reviewing work, providing program direction, and providing input on appraising performance and employee development activities.​
• Perform logistics and office services functions to include management of space and office supplies; maintenance of equipment, and custodial requirements; transportation arrangements and maintenance of GSA vehicles; and property management.​
• Performs monthly reconciliation of financial plan, including preparation of a variety of reports and quarterly statements of expenses as well as special analysis and reports;

Salary: $14,000.00 – $16,000.00 /year

Contact Information:

[Contact Person]

Phone: ______________________

Fax: ________________________

E-mail: ______________________