Trust Administrative Assistant
•2 days ago
Estimated Pay | $11 per hour |
---|---|
Hours | Full-time, Part-time |
Location | Howland, Ohio |
Compare Pay
Estimated Pay We estimate that this job pays $11 per hour based on our data.
$9.58
$11.00
$13.75
About this job
DescriptionQualifications
SkillsMicrosoft Excel (preferred) Administrative Assistant (preferred) Retirement Planning (preferred)
Assists 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 files
- Process Employee and Employer contributions received through the recordkeeping system
- Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary
- Provide distribution and loan forms to participants
- Input and process distributions and payments from client accounts on demand
- Monitor available cash and notify Administrator of cash needs
- Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator
- Produce reports and Excel spreadsheets as needed
- Open accounts by inputting necessary client information; close accounts per instructions of Administrator
- Provide paperwork to Trust Operations in order to process receipt and delivery of securities
- Prepare 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/issues
- Obtain cost basis information/estate valuation
- Prepare Court Accountings as needed (if applicable)
- Coordinate client meetings and preparation of necessary presentation materials and board packets
- Greet and assist visitors (if applicable)
- Handle incoming phone calls to answer questions and resolve problems
- Sort and distribute incoming mail. Daily run to Post Office (if applicable)
- Type correspondence, reports and other documents
- Complete all other duties as assigned
EDUCATION 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.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Skills
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
You might also like
in Howland, OH
$14
Panera Bread • 9h ago
$17
Panera Bread • 9h ago
$54,000.00-$89,600.00
Allstate Insurance • 6h ago
$30 - $36
System One • 6h ago
System One • 6h ago
Companies hiring medical secretarys
in Howland, OH
Nearby locations
Explore more medical secretary jobs
in Howland, OH
Nearby Job Titles
Registered Nurse Jobs Delivery Driver Jobs Mental Health Counselor Jobs Truck Driver Jobs Food Service Supervisor JobsNearby Locations
Youngstown, OH Jobs Warren, OH Jobs Hermitage, PA Jobs Niles, OH Jobs Ohio JobsNearby Companies
Lyft Jobs Panera Bread Jobs Healthcare Support Jobs Care.com Jobs Family & Community Services JobsNearby Categories
Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 926464137 Posted: 2024-05-03 Job Title: Trust Administrative Assistant