Trust Administrative Assistant

Farmers Trust Company; Warren (OH); On-site; USD 40,000 - 52,000; Full time

Job summary

Farmers National Banc Corp. Howland Trust in Howland Twp, OH is seeking an Administrative Assistant to support Trust staff and assist clients with trust account needs when officers are unavailable.

The role involves clerical duties, data entry in Excel, processing distributions and payments, preparing reports, and coordinating client meetings. Strong Excel skills and HS diploma are preferred; experience in trust administration is a plus.

Qualifications

• High School diploma or GED and two years of trust experience.
• Proficiency in Word, Excel and general office equipment.
• E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Responsibilities

• File correspondence, memos, and asset processing in files as directed.
• Process contributions and prepare distributions from client accounts.
• Set up recurring payments and pension checks from client accounts.
• Provide distribution and loan forms to participants.
• Input and process distributions and payments from client accounts on demand.
• Monitor cash needs and notify Trust Administrator.
• Update trust system with name/address records and statements as directed.
• Prepare reports and Excel spreadsheets as needed.
• Open and close accounts per instructions.
• Coordinate client meetings and preparation of board packets.
• Greet visitors and handle incoming calls.
• Sort and distribute mail and run to Post Office.
• Type correspondence and reports.
• Complete other duties as assigned.

Skills

Microsoft Excel

Administrative Assistant

Retirement Planning

Education

High School diploma/GED

Two years Trust experience

Tools

Word

Excel Spreadsheets

Job description

Howland Trust
1625 Niles Cortland Rd NE
Howland Twp, OH 44484, USA

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

Behaviors

:

Motivations

:

Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.