Trust Administrative Intern

Summary: Farmers & Merchants Bank of Long Beach is seeking a Trust Administrative Intern to assist in managing trust relationships and perform administrative tasks. This role involves providing clerical and operational support to ensure the objectives of the Trust Company are met. Responsibilities: - Responsible for greeting clients and customers to the office, and scheduling client appointments - Maintain and order administrative supplies, when necessary, and in a cost-effective manner - Sort and distribute daily mail - Provide office indexing support to a designated office for the imaging system - Update client & customer information into a customer relationship management (CRM) system - Execute communication plan (expectations) agreed to by the immediate supervisor - Support the Trust staff in any task assigned - Work with other departments of the Trust Company on behalf of the immediate supervisor and/or designated office to perform designated tasks - Interface with FMTC clients, attorneys, CPAs, and other professionals in the industry, as needed - Work on special projects, as requested - Understand and comply with Trust Company policy/procedures, laws, regulations, and BSA/AML requirements/guidelines, as applicable to the job responsibilities - Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements - This position will elevate suspicious activity to supervisory staff and/or BSA department - Completes compliance and other technical training workshops as assigned Required Qualifications: - Proficient knowledge of Microsoft Office and Windows operating environment - Advanced proficiency in verbal and written communication - Ability to be effective under pressure - Advanced ability to prioritize and multi-task - Ability to professionally interact with all levels of employees and clients - Ability to respect and hold confidential information - Work independently as required - High level of positive attitude - High School graduate, seeking college degree Required Skills: Microsoft Office, Windows operating environment, Customer Relationship Management (CRM) system, BSA/AML compliance, OFAC compliance, CIP compliance, Financial Elder Abuse Reporting, Information Security, privacy requirements, Prioritization, Multi-tasking, Professional interaction, Independent work