Office Coordinator – Birmingham, AL

Position Summary:

This position’s primary responsibility is to assist the Birmingham Trust staff by performing receptionist/clerical duties.

Job Location:

Birmingham, AL

Essential Functions:

  • Primary person to answer all phone calls, take messages and greet clients.
  • Primary person to handle all mail.  Including receiving incoming mail, opening, sorting and processing all mail. As well as preparing mailing labels, certified and overnight letters, packaging, posting, and delivering outgoing mail as needed
  • Performs filing, copying, scanning, faxing, binding and other secretarial duties as assigned
  • Create files for new accounts
  • Maintains all office supplies
  • Submits invoices to Accounts Payable for payment
  • Maintains database for client and professional contacts
  • Maintains database for client birthdays; prepares and sends out birthday cards to clients monthly
  • Assists in printing tax worksheets, documenting and mailing tax worksheets to accountants, receives and documents tax returns, and assists with processing tax returns, tax payments and mailing K-1’s
  • Works on special projects as needed.

Additional Duties and Responsibilities:

Performs any and all other duties assigned by Regional Manager/Market President for which the employee is qualified and physically able to perform with or without reasonable accommodations.

Supervisory Responsibilities:


Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education or Experience:

Preferred but not required is an Associate’s degree in Business Administration, Banking, Finance, Accounting, or related field; 2 years experience in personal trusts, or an equivalent combination of education and experience.

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to compose original correspondence, write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, customers, and the general public.

Mathematical Skills:

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to deal with a variety of abstract and practical problems.

Other Skills and Abilities:

Must have excellent interpersonal, verbal, writing, and analytical skills; ability to work well with others and assist others in working through problems rationally and objectively.  Must be detail-oriented and exhibit excellent time-management skills.  Must have a working knowledge of Microsoft Office, 50 wpm typing skills and 10-key by touch.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sedentary work that involves sitting most of the time; employee exerts up to 10 pounds of force occasionally or a negligible amount of force frequently to loft, carry, push, pull or otherwise move objects. Walking and standing are infrequently required.

Clarity of vision at less than 20 inches, with or without correction.

Ability to clearly express or exchange ideas by means of the spoken word, and to receive detailed information through verbal communication, with or without correction.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Inside work for the most part; normal office equipment. Employee may occasionally spend time outside the office; may drive a vehicle and be exposed to weather and temperature fluctuations. Also work outside the office may be required, such as traveling to other offices and divisions.

To Apply:

Submit cover letter and resume to

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