Financial Services Clerk

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

Job Category: Administrative Support Workers

Requisition Number: FINAN001572

• Posted : September 15, 2026
• Full-Time

Locations

Showing 1 location

Johnstown, PA 159070520, USA

Description

DUTIES:

Work requires a thorough working knowledge of general business and office procedures and of the specific business operations, organizations,

policies, and procedures, files and workflow of the Financial Services Division.

• Work requires a working knowledge of Excel, Microsoft Word and Access, or substantially similar software packages.
• Work requires a working knowledge of securities, investment and insurance terminology.
• Screen telephone and personal callers, and direct the caller to the
• Greet clients and handle their routine requests.
• Must be able to distinguish priorities and work independently.
• Responsible for clerical tasks such as maintaining follow-up of files, assembling materials for reports, memorandum, letters and composing letters and emails from general instructions.
• Prepare monthly Financial Services’ report.
• Process all commission checks according to audit procedures and compile and process commission statements for FS reps and all employees who have earned referral incentives and commissions.
• Prepare materials for administrative and client meetings.
• Must be able to coordinate Financial Services’ workshops.
• Answer requests requiring a detailed knowledge of office procedures or collection of information from files or other offices.
• Assist Office Manager with special projects as requested.
• Assist Financial Services Sales Professionals as requested.
• Perform all other related duties as assigned.

Qualifications

Education

Required

High School/GED or better.

Equal Opportunity Employer
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