Retirement Services Administrator

AmeriServ Bank; Johnstown (Cambria County); On-site; USD 32,000 - 45,000; Full time

Job summary

AmeriServ Bank in Johnstown, PA seeks an Administrative Support Worker to assist Division staff with account administration and client service. Responsibilities include processing documentation, handling inquiries, preparing opening/closing documents, and supporting audits under fiduciary guidelines.

A bachelor’s degree or two-year degree with related finance experience is required, plus strong Word/Excel skills and professional communication.

Qualifications

• A bachelor’s degree is required, or a two-year degree with two years related finance experience.
• Strong knowledge of Word, Excel and other Microsoft Office applications.
• Effective communication, analytical and interpersonal skills.

Responsibilities

• Administer retirement accounts while maintaining high service standards for the client.
• Assist Business Development Officers and Retirement Service Officers as needed.
• Provide documentation and research with attorneys, accountants, beneficiaries, and plan administrators.
• Ensure inquiries and reports are accurate and timely.
• Prepare and present documents to open/close accounts per Fiduciary Committee requirements.
• Complete administrative reviews and audit responses as needed.
• Assist with recordkeeping for deposits, distributions and statements.
• Resolve client problems and seek guidance from management as appropriate.
• Pursue continuing education and maintain professional certifications.

Skills

Communication Proficiency

Strong Computer Skills

Interpersonal Skills

Customer/Client Focus

Deadline Oriented

Analytical Skills

Ethical Conduct

Education

Bachelor's degree

Two-year degree + 2 years finance experience

Job description

AmeriServ Bank in Johnstown, PA seeks an Administrative Support Worker to assist Division staff with account administration and client service. Responsibilities include processing documentation, handling inquiries, preparing opening/closing documents, and supporting audits under fiduciary guidelines.

A bachelor’s degree or two-year degree with related finance experience is required, plus strong Word/Excel skills and professional communication.