Trust Operations Specialist

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

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.