Trust Services Coordinator | Client Support

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

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.