Trust Administrative Assistant & Receptionist

Somerset Trust Company; Somerset Township (PA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

ESOP

Medical, Dental & Vision insurance

Paid Holidays

PTO

Volunteer Time

Job summary

Somerset Trust Company in Somerset, PA, seeks an organized Trust Assistant to support Trust Officers in administering accounts held by the Trust Department, while acting in a fiduciary capacity. The role also involves answering the main department line and greeting trust clients at the front desk.

You will work within bank policies, develop knowledge of applicable laws and AML responsibilities, coordinate with professionals, and maintain high standards of professionalism, detail, and reliability.

Qualifications

• Associate's degree or equivalent; 6 months to 1 year related experience.
• Experience working with the public.
• Proficient with Microsoft Office; willingness to learn new systems.
• DNA/Cheetah experience preferred but not required.

Responsibilities

• Assist Trust Officers with account reviews and tasks.
• Answer calls and greet clients at the front desk.
• Process transactions in Trust and core banking systems.
• Support BSA/AML responsibilities in compliance with internal policies.
• Perform other duties as assigned.

Skills

Public interaction

Microsoft Office

DNA/Cheetah

Education

Associate degree or equivalent

Tools

DNA/Cheetah

Microsoft Office

Job description

• Location 131 North Center Avenue,Somerset, PA, 15501,United States
• Job Category Banking, Finance
• Employee Type Non Exempt FT
• Manage Others Yes

Description

Summary

Employee’s primary duties involve assisting Trust Officers with the administration of accounts held by the Trust Department while acting in a fiduciary capacity. Employee will also be responsible for answering the main department phone line and greeting trust clients and potential clients at the front desk. Employee should understand the policies and procedures of the bank and of the Trust Department, along with the culture and philosophy of the bank to perform his/her duties. This position requires the development of knowledge in laws and regulations governing accounts held by the Trust Department. He/she must be able to deal effectively with other professionals within the community whose services or expertise is pertinent to the administration of accounts held by the Trust Department. Employee must demonstrate professional expertise, sound and prudent judgement, strict attention to detail and be extremely organized.

As part of the Somerset Trust Team, it is expected of employees to provide high quality customer service to all internal and external customers and positively collaborate with all team members both within the department and within other areas of the bank.

Essential Duties and Responsibilities

· Assist Trust Officers with duties such as account reviews and corresponding task completion.

· Answer incoming department calls and either assist clients or vet callers to appropriate personnel.

· Greet and direct clients visiting for scheduled appointments/meetings.

· Process transactions for trust clients in both the core Trust Accounting system and the Bank’s core system.

· Understand and support all BSA/AML responsibilities as applicable to the position as well as consistently, accurately, and timely carry out these responsibilities in compliance with the Bank’s internal policies

· Perform other related work and duties as assigned

Education and/or Experience

· Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.

· Experience with working with the public.

TECHNICAL SKILLS

· Experience using DNA/Cheetah is preferred, but not required.

· Proficient in using Microsoft Office products including Word, Excel, Outlook

· Must be willing to learn new systems and adapt to emerging technologies

LANGUAGE SKILLS

· Ability to read interpret documents such as procedure manuals and release notes

· Ability to write business correspondence, and policies using proper grammar and accurate spelling

MATHEMATICAL SKILLS

· Ability to add, subtract, multiply and divide in all units of measure.

· Ability to calculate figures and amounts such as discounts, interest, commissions, bonuses, etc. using a calculator.

REASONING ABILITY

· Ability to apply common sense, understanding to carry out instructions furnished in written, oral or diagram form.

· Ability to deal with problems involving several concrete variables in standardized situations. Organizational priority setting, and decision-making skills are also required.

PHYSCIAL DEMANDS

• While performing the duties of this job, the employee is required to use hands and fingers to operate office equipment, telephones, etc.
• The employee must occasionally lift and/or move up to 25 pounds
• Specific vision abilities required by this job include close vision, and ability to adjust focus

WORK ENVIRONMENT

· The noise level in the work environment is usually moderate.

BENEFITS AND ADDITIONAL INFORMATION

· Bank wide bonus, 401(k), ESOP, Medical, Dental & Vision insurance, Health Savings Account, Life Insurance, Paid Holidays, PTO, and Paid Volunteer Time.

· Work Schedule is Monday through Friday

· Full-time 37.5 – 40 hours per week

Somerset Trust Company is an Equal Opportunity Employer, including disability and protected veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.