Financial Services Administrative Specialist

AmeriServ Trust and Financial Services Co.; Johnstown, Northern (Cambria County, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

AmeriServ Trust and Financial Services Co. is seeking an Administrative Support Worker to support daily office operations in Johnstown, PA. The role requires proficiency in Excel, Word, and Access, along with knowledge of securities, investments, and insurance terminology.

You will screen calls, greet clients, prepare reports, and coordinate workshops to ensure smooth service delivery. The position emphasizes independent prioritization, accuracy in clerical tasks, and collaboration with the

Qualifications

• Proficiency with Excel, Microsoft Word and Access.
• Knowledge of securities, investment and insurance terminology.
• Screen telephone and personal callers.
• Greet clients and handle routine requests.
• Prioritize work independently.
• Clerical tasks: maintain follow-up of files, assemble materials for reports, memos, letters and emails.
• Prepare monthly Financial Services’ report.
• Process commission checks per audit procedures and compile commission statements.
• Prepare materials for administrative and client meetings.
• Coordinate Financial Services’ workshops.
• Answer requests requiring knowledge of office procedures or retrieving information.
• Assist Office Manager with special projects.
• Assist Financial Services Sales Professionals.
• Perform other related duties as assigned.

Responsibilities

• Screen calls and direct to appropriate staff.
• Greet clients and handle routine inquiries.
• Prepare and assemble materials for reports and meetings.
• Coordinate and support workshops and internal events.
• Assist with special projects and general administrative tasks.

Skills

Excel

Microsoft Word

Access

Securities terminology

Customer service

Education

High School/GED

Tools

Office software suite

Job description

AmeriServ Trust and Financial Services Co. is seeking an Administrative Support Worker to support daily office operations in Johnstown, PA. The role requires proficiency in Excel, Word, and Access, along with knowledge of securities, investments, and insurance terminology.

You will screen calls, greet clients, prepare reports, and coordinate workshops to ensure smooth service delivery. The position emphasizes independent prioritization, accuracy in clerical tasks, and collaboration with the