Administrative Assistant – Trust and Wealth Solutions

Peoples Security Bank & Trust Company•Scranton, PA

2d•Hybrid

About The Position

The Administrative Assistant provides essential administrative, client service, and operational support to the Managing Director, Investment and Trust Officers. This role helps ensure a high-quality client experience, accurate documentation, timely workflow management, and adherence to fiduciary, privacy, and internal controls. The ideal candidate is highly organized, detail-oriented, and comfortable working with confidential and personal information in a fast-paced environment.

Requirements

High school diploma or equivalent
Must demonstrate strong communication skills
Proficient interpersonal relations skills
Moderate composition skills
Proficient PC skills
Knowledge of Microsoft office tools
A working knowledge of bank products and services, along with the operational policies and procedures that impact these products.
Three (3) or more years of administrative, executive-assistant, banking, wealth management, legal, or financial services experience.

Nice To Haves

Associate or bachelor’s degree preferred.

Responsibilities

Provide day-to-day administrative support to Managing Director, Investment and Trust Officers.
Prepare meeting materials, including agendas, investment reviews, trust documentation, and presentation material.
Serve as a professional point of contact for clients, beneficiaries, attorneys, accountants, and external partners.
Support scheduling and preparation of annual or periodic trust and investment meetings.
Maintain accurate client contact information and relationship records in departmental systems.
Maintain systems and calendars for recurring reviews, administrative deadlines, tax related notices, insurance documentation, and other fiduciary follow-up items.
Compile information for investment reviews, account summaries, committee materials, and officer reporting.
Coordinate with trust operations, compliance, legal, and tax to resolve administrative requests.
Assist with documentation for audits, compliance reviews, account-file maintenance and internal reporting.
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances and branch market needs.