Trust Administration Specialist

1st-Source-Bank; Elkhart (IN); On-site; USD 38,000 - 48,000; Full time

Job summary

1st-Source-Bank is seeking an Administrative Assistant II in Elkhart, IN to support the trust relationship officer and manager with day-to-day account administration and client relations. The role includes data entry, audits, reporting, and preparing presentation materials.

Responsibilities include coordinating meetings, handling correspondence, and assisting with trust maintenance tasks. Strong MS Office skills and confidentiality are essential.

Qualifications

• 1–3 years of administrative, banking, or personal trust experience preferred.
• Strong PC skills with Word, Excel and PowerPoint experience.
• Ability to prioritize and multi-task in a fast-paced environment.
• Strong communication and organizational skills.

Responsibilities

• Coordinate meetings, manage calendars, audits/reports, and data entry as needed.
• Types letters, forms, emails and handles routine mail.
• Respond to high-profile clients and internal staff professionally.
• Support trust relationship administration and document maintenance as needed.
• Generate reports and presentation materials as needed.
• Assist with local client events and education activities.
• Answer telephones and participate in a team environment.
• Monitor and order office supplies; ensure attendance compliance.
• Complete compliance training and learn applicable laws and regulations.

Skills

Administrative experience

Banking experience

Trust experience

Education

High School Diploma/GED

Some college preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

1st-Source-Bank is seeking an Administrative Assistant II in Elkhart, IN to support the trust relationship officer and manager with day-to-day account administration and client relations. The role includes data entry, audits, reporting, and preparing presentation materials.

Responsibilities include coordinating meetings, handling correspondence, and assisting with trust maintenance tasks. Strong MS Office skills and confidentiality are essential.