Trust Admin & Client Services Specialist

GOEBEL FIXTURE COMPANY; Somerset Township (PA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

ESOP

Medical, Dental & Vision insurance

Paid Holidays

PTO

Volunteer Time

Job summary

Somerset Trust Company in Somerset, PA, seeks an organized Trust Assistant to support Trust Officers in administering accounts held by the Trust Department, while acting in a fiduciary capacity. The role also involves answering the main department line and greeting trust clients at the front desk.

You will work within bank policies, develop knowledge of applicable laws and AML responsibilities, coordinate with professionals, and maintain high standards of professionalism, detail, and reliability.

Qualifications

• Associate's degree or equivalent; 6 months to 1 year related experience.
• Experience working with the public.
• Proficient with Microsoft Office; willingness to learn new systems.
• DNA/Cheetah experience preferred but not required.

Responsibilities

• Assist Trust Officers with account reviews and tasks.
• Answer calls and greet clients at the front desk.
• Process transactions in Trust and core banking systems.
• Support BSA/AML responsibilities in compliance with internal policies.
• Perform other duties as assigned.

Skills

Public interaction

Microsoft Office

DNA/Cheetah

Education

Associate degree or equivalent

Tools

DNA/Cheetah

Microsoft Office

Job description

Somerset Trust Company in Somerset, PA, seeks an organized Trust Assistant to support Trust Officers in administering accounts held by the Trust Department, while acting in a fiduciary capacity. The role also involves answering the main department line and greeting trust clients at the front desk.

You will work within bank policies, develop knowledge of applicable laws and AML responsibilities, coordinate with professionals, and maintain high standards of professionalism, detail, and reliability.