Trust Administrative Assistant

Farmers National Bank of Canfield; Warren (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Farmers National Bank of Canfield is seeking a detail-oriented Trust Administrative Assistant to support Trust Company employees with clerical tasks and assist clients with trust account needs when officers are unavailable.

Responsibilities include processing contributions, setting up recurring payments, preparing reports, and handling correspondence and file maintenance. Proficiency in Word and Excel is required, with a focus on accuracy, compliance, and courteous client service.

Qualifications

• High School diploma/GED and two (2) years Trust experience or related coursework.
• Proficient in Word, Excel Spreadsheets, and general office equipment.

Responsibilities

• File correspondence, bills, 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.
• Provide distribution and loan forms to participants.
• Input and process distributions and payments from client accounts on demand.

Skills

Customer service

Communication

Teamwork

Education

High School diploma/GED

Two years Trust experience

Tools

Word

Excel

Job description

Description

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

Job Details

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/GED and 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