Trust Services Specialist — Client Support & Admin

ENB Financial Corp.; Ephrata, Northern (Lancaster County, KY); Hybrid; USD 26,000 - 34,000; Full time

Benefits offered by this job

Benefits package

Job summary

ENB Financial Corp. is seeking a Trust Services Administrator in Ephrata, PA to provide comprehensive support to the Trust Services segment.

The role involves coordinating trust services activities, assisting with referrals, and handling routine client requests with confidentiality and professionalism. The position requires the ability to manage multiple tasks, strong communication skills, and proficiency in Excel and PowerPoint.

Qualifications

• 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.

Responsibilities

• 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 administrative duties including data gathering, answering phones, scheduling appointments, processing invoices for payment, and other clerical tasks.
• 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.
• Monitor daily activity in client accounts for accuracy and identifying suspicious activity under supervision.
• Perform confidential administrative duties using the trust accounting system.
• Prepare reports, presentations, and other documents as requested.

Skills

Communication skills

Professional appearance

Multitasking

Education

2-year degree or equivalent experience

Tools

Excel

PowerPoint

Job description

ENB Financial Corp. is seeking a Trust Services Administrator in Ephrata, PA to provide comprehensive support to the Trust Services segment.

The role involves coordinating trust services activities, assisting with referrals, and handling routine client requests with confidentiality and professionalism. The position requires the ability to manage multiple tasks, strong communication skills, and proficiency in Excel and PowerPoint.