Executive Administrative Specialist, Wealth & Trust

Peoples Security Bank & Trust Company; Scranton (Lackawanna County); On-site; USD 42,000 - 65,000; 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 requires highly organized, detail‑oriented work with confidential information in a fast‑paced environment.

You will prepare meeting materials, serve as a professional point of contact for clients and external partners, schedule and support annual or periodic trust and investment

Qualifications

• High school diploma or equivalent; associate or bachelor's degree preferred.
• Three or more years of administrative, executive-assistant, banking, wealth management, legal, or financial services experience.
• Strong communication, interpersonal, and written/oral skills; ability to handle confidential information.

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 annual or periodic trust and investment meetings.
• Maintain accurate client contact information and relationship records in departmental systems.
• Maintain systems and calendars for recurring reviews, administrative deadlines, tax notices, insurance documentation, and fiduciary follow-up items.
• Compile information for investment reviews, account summaries, committee materials, and officer reporting.
• 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

Composition skills

PC skills

Microsoft Office

Bank products & services knowledge

Operational policies & procedures

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

Microsoft Office Suite

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 requires highly organized, detail‑oriented work with confidential information in a fast‑paced environment.

You will prepare meeting materials, serve as a professional point of contact for clients and external partners, schedule and support annual or periodic trust and investment