Retirement Services Specialist - Accounts & Compliance

AmeriServ Financial Inc.; Johnstown (Cambria County); On-site; USD 35,000 - 55,000; Full time

Job summary

AmeriServ Financial Inc. is seeking an Administrative Support professional in Johnstown to assist the division staff in administering retirement accounts and related processes.

You will help maintain accurate records, handle discretionary distributions, and support annual reviews and audits while ensuring the highest levels of client service. The role requires a bachelor’s degree or a two‑year degree with two years of related experience, plus strong Word/Excel skills and solid analytical and

Qualifications

• Minimum bachelor's degree required; or two-year degree with two years related finance experience.
• Strong computer skills including Word and Excel; effective communication and interpersonal skills.
• Knowledge of accounts, retirement services, or fiduciary processes preferred.

Responsibilities

• Administer retirement accounts and maintain high service standards for clients.
• Assist Business Development Officers and Retirement Service Officers as needed.
• Research and document communications with attorneys, beneficiaries, and plan administrators.
• Respond to customer inquiries with accuracy and timeliness.
• Prepare documentation to open/close accounts per policy; report to Fiduciary Committee.
• Complete administrative reviews and respond to audit questions.
• Assist with recordkeeping to ensure deposits, distributions, and statements are timely.
• Resolve client problems and seek guidance as needed.
• Pursue approved educational opportunities and maintain certifications.

Skills

Communication Proficiency

Strong Computer Skills

Interpersonal Skills

Customer/Client Focus

Deadline Orientated

Analytical Skills

Ethical Conduct

Education

Bachelor's degree

Two-year degree + 2 years experience

Tools

Microsoft Word

Microsoft Excel

Job description

AmeriServ Financial Inc. is seeking an Administrative Support professional in Johnstown to assist the division staff in administering retirement accounts and related processes.

You will help maintain accurate records, handle discretionary distributions, and support annual reviews and audits while ensuring the highest levels of client service. The role requires a bachelor’s degree or a two‑year degree with two years of related experience, plus strong Word/Excel skills and solid analytical and