Executive Administrative Assistant, Wealth & Trust

Peoples Security Bank & Trust Company; Scranton (Lackawanna County); On-site; USD 40,000 - 55,000; Full time

Job summary

Peoples Security Bank & Trust Company is seeking an Administrative Assistant to provide essential administrative, client service, and operational support to the Managing Director, Investment and Trust Officers. The role emphasizes confidentiality, accurate documentation, timely workflow management, and adherence to fiduciary and internal controls in a fast-paced environment.

Strong organizational skills and discretion are required to coordinate meetings, prepare materials, manage client records,

Qualifications

• High school diploma or equivalent; associate or bachelor's degree preferred.
• Strong communication and interpersonal skills; clear, professional writing.
• Proficient PC skills and knowledge of Microsoft Office tools.
• Working knowledge of bank products and services and related policies.

Responsibilities

• Provide day-to-day administrative support to Managing Director, Investment and Trust Officers.
• Prepare meeting materials, including agendas, investment reviews, trust documentation, and presentation material.
• Serve as a professional point of contact for clients, beneficiaries, attorneys, accountants, and external partners.
• Support scheduling and preparation of trust and investment meetings.
• Maintain accurate client contact information and relationship records in departmental systems.
• Coordinate with trust operations, compliance, legal, and tax to resolve administrative requests.
• Assist with documentation for audits, compliance reviews, account-file maintenance and internal reporting.

Skills

Communication skills

Interpersonal skills

Written communication

PC skills

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

Microsoft Office

Job description

Peoples Security Bank & Trust Company is seeking an Administrative Assistant to provide essential administrative, client service, and operational support to the Managing Director, Investment and Trust Officers. The role emphasizes confidentiality, accurate documentation, timely workflow management, and adherence to fiduciary and internal controls in a fast-paced environment.

Strong organizational skills and discretion are required to coordinate meetings, prepare materials, manage client records,