Trust Administrative Assistant

Farmers National Bank; Kentucky; On-site; USD 35,000 - 52,000; Full time

Job summary

Farmers National Banc Corp. is seeking an Administrative Assistant to support Trust Company staff with clerical duties and to assist clients with account-related needs when officers are unavailable.

The role involves preparing documents, processing distributions, handling calls, and producing reports in Excel. Strong computer skills (Word/Excel) and attention to detail are required for accurate recordkeeping and client service.

Qualifications

• High School diploma/GED and two years Trust experience, business or college classes.
• Proficient in Word, Excel Spreadsheets, and general office equipment.

Responsibilities

• Assist Trust Company staff with clerical/administrative tasks.
• Process contributions through the recordkeeping system.

Skills

Administrative support

Microsoft Excel

Data entry

Education

High School diploma/GED + trust experience or related coursework

Tools

Microsoft Word

Excel Spreadsheets

Job description

Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available.

ESSENTIAL DUTIES and RESPONSIBILITIES:

• File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files
• Process Employee and Employer contributions received through the recordkeeping system
• Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary
• Provide distribution and loan forms to participants
• Input and process distributions and payments from client accounts on demand
• Monitor available cash and notify Administrator of cash needs
• Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator
• Produce reports and Excel spreadsheets as needed
• Open accounts by inputting necessary client information; close accounts per instructions of Administrator
• Provide paperwork to Trust Operations in order to process receipt and delivery of securities
• Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issues
• Obtain cost basis information/estate valuation
• Prepare Court Accountings as needed (if applicable)
• Coordinate client meetings and preparation of necessary presentation materials and board packets
• Greet and assist visitors (if applicable)
• Handle incoming phone calls to answer questions and resolve problems
• Sort and distribute incoming mail. Daily run to Post Office (if applicable)
• Type correspondence, reports and other documents
• Complete all other duties as assigned

EDUCATION and/or EXPERIENCE:

• High School diploma/GEDand two (2) years Trust experience, business or college classes.
• Must be proficient in the following computer programs (Word, Excel Spreadsheets,etc.) and able to use all general office equipment.

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Qualifications

Skills

Preferred

Microsoft Excel

Novice

Administrative Assistant

Intermediate

Retirement Planning

Novice

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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