Trust Administrative Assistant

1 week ago

Warren, United States USA Jobs Full time

Trust Company Administrative AssistantAssists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available.Essential Duties and Responsibilities:File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original filesProcess employee and employer contributions received through the recordkeeping systemSet-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessaryProvide distribution and loan forms to participantsInput and process distributions and payments from client accounts on demandMonitor available cash and notify Administrator of cash needsProcesses all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust AdministratorProduce reports and Excel spreadsheets as neededOpen accounts by inputting necessary client information; close accounts per instructions of AdministratorProvide paperwork to Trust Operations in order to process receipt and delivery of securitiesPrepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issuesObtain cost basis information/estate valuationPrepare Court Accountings as needed (if applicable)Coordinate client meetings and preparation of necessary presentation materials and board packetsGreet and assist visitors (if applicable)Handle incoming phone calls to answer questions and resolve problemsSort and distribute incoming mail. Daily run to Post Office (if applicable)Type correspondence, reports and other documentsComplete all other duties as assignedEducation and/or Experience: High School diploma/GED and two (2) years Trust experience, business or college classes. Must be proficient in the following computer programs (Word, Excel Spreadsheets, etc.) and able to use all general office equipment.E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

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