Trust Administrative Assistant & Client Support Specialist

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

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.