Trust Services Administrator

Ephrata National Bank; Ephrata (Lancaster County); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

401(k) with employer match

Paid time off

Job summary

Ephrata National Bank is seeking a Trust Services Administrator in Ephrata, PA. This full-time clerical role supports the Trust Services segment with daily administrative tasks, client account monitoring, and coordination with Relationship Managers.

Candidates should have a 2-year degree and strong Excel/PowerPoint skills, plus the ability to manage multiple tasks. Strong communication and professional appearance are required; attendance at meetings and accurate reporting are essential.

Qualifications

• 2-year degree from an accredited college or equivalent experience.
• Advanced working knowledge of Excel and PowerPoint.
• Proven skills to communicate effectively with management, co-workers, and customers.
• Must have a professional appearance and manner.
• Ability to balance multiple tasks simultaneously.
• Must be self-motivated.

Responsibilities

• Maintain knowledge of trust products and services to support Trust Relationship Managers.
• Coordinate trust services activities daily with operations staff to ensure high-quality customer service.
• Perform administrative duties including data/reports, answering phones, greeting visitors, scheduling, processing invoices, sorting mail, imaging.
• Assist with managing referral leads and scheduling appointments.
• Assist with research into client inquiries or other matters.
• Monitor daily activity in client accounts under supervision for accuracy and appropriateness.
• Perform confidential administrative duties using the trust accounting system.
• Prepare and distribute mail merge documents and assist with proposals.
• Adhere to trust policies and applicable regulations.
• Take minutes at Committee meetings.

Skills

Excel

PowerPoint

Communication

Multi-tasking

Education

2-year degree

Tools

Advisor Stream

Trust accounting system

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Trust Services Administrator

Full Time Clerical Ephrata, PA, US

2 days ago Requisition ID: 1822

Summary:

The Trust Services Administrator provides a full range of support to the Trust Services segment.

Essential Functions:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Maintain a working knowledge of trust products and services to provide quality support to Trust Relationship Managers.
• Coordinate trust services activities, as directed, daily and collaborate with operations staff to ensure high-quality customer service and delivery of daily goals and objectives.
• Perform a variety of administrative duties including but not limited to researching and compiling data and reports, answering phones, greeting visitors, scheduling appointments, processing invoices for payment, sorting mail, and imaging.
• Assist with managing referral leads and scheduling those appointments.
• Assist with and perform research into client inquiries or other matters.
• Demonstrated effective verbal and written communication skills.
• Manage the Advisor Stream system.
• Under supervision, monitor daily activity in client accounts to ensure accuracy, ensure appropriateness, and identify possible suspicious activity.
• Perform highly confidential and skilled administrative duties using the trust accounting system.
• Work within general reports and other correspondence to support the administration of developing reports, presentations, forms, and other documents as requested.
• Create, prepare and distribute mail merge documents and letters and help to put together proposals.
• Maintain a working understanding of, and comply with, trust policies, procedures and applicable trust regulations.
• Work on routine client requests and enlist Trust Relationship Managers' support/input where appropriate.
• Responsible for taking minutes at various Committee meetings.
• Complete a variety of client service requests for multiple clients, including high net worth.
• Follow detailed procedures and checklists in the account opening/closing processes.
• Support division and segment leadership on daily administration needs.
• Participate in outside service organizations to promote the community and advance the Bank’s image.
• Assist the Trust Services segment with projects, filing, and general office management tasks.

Required Education and Experience:

• 2-year degree from an accredited college or equivalent experience.
• Up to 2 years of related work experience.
• Advanced working knowledge of Excel and PowerPoint.
• Proven skills to communicate effectively with management, co-workers, and customers.
• Must have a professional appearance and manner.
• Ability to balance multiple tasks simultaneously.
• Must be self-motivated.
• Expected to participate in appropriate educational classes as management requires.

ENB Operational and Functional Competencies

Supervisory Requirements:

This position has no supervisory responsibilities.

This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, monitors, mouse, keyboard, phones, printers, scanners, photocopiers, filing cabinets, calculators, and fax machines. Because of the physical location of this position, ringing phones and people conversing can make it difficult to hear at times, which can be distracting.

Physical Demands:

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations for otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close, distance, and focus vision. While this position is primarily sedentary, the employee is frequently required to stand, walk, use hands to finger, handle, or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch. The employee must be able to lift and/or move up to 25 pounds, including standard computer and copy paper boxes, and open and close filing cabinets and drawers.

Position Type and Expected Hours of Work:

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required.

Hourly Rate: $18.50/hr. - $25.00/hr.

Pay Transparency:

Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive-eligible, with payment based on company, business, and/or individual performance.

Additionally, as part of our Total Rewards program, Ephrata National Bank offers a comprehensive benefits package to eligible employees. This includes medical plans with prescription drug coverage; health savings account and/or flexible spending account; dependent care flexible spending account; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay, jury duty, and bereavement; disability insurance coverage and maternity and parental leave; educational assistance and a robust wellness program with financial incentives.

This job description reflects the bank’s assignment of essential functions and position responsibilities. Nothing in this job description restricts the bank’s rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank’s procedures and to act as a role model in the adherence to bank policies.