Administrative Specialist II - Trust

Orrstown Bank • York, PA

9d

About The Position

About the Role:The Administrative Specialist II - Trust plays a critical role in supporting trust operations by managing and coordinating administrative tasks that ensure the smooth and efficient handling of trust accounts. This position is responsible for maintaining accurate records, preparing documentation, and facilitating communication between clients, trustees, and internal departments. The role requires a high level of attention to detail and confidentiality, as it involves handling sensitive financial and legal information. The successful candidate will contribute to the overall success of the trust department by providing reliable administrative support that enhances client satisfaction and operational compliance. Ultimately, this position ensures that trust services are delivered accurately, timely, and in accordance with regulatory requirements.

Requirements

• High school diploma or equivalent; associate degree or higher preferred.
• Minimum of 4 years of administrative experience, preferably in an environment which services and supports wealth management functions.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with database management.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Ability to use independent judgment, discretion, and maintain confidentiality

Nice To Haves

• Experience working specifically within trust administration or estate services.
• Familiarity with trust accounting software and financial management systems.
• Knowledge of relevant regulatory requirements and compliance standards related to trust services and wealth management.

Responsibilities

• Provide support to officers in the administration of all trust and investment management accounts.
• Serve as a liaison between clients, trust administrators, Bank personnel etc. preparing follow-up letters, responding to questions and/or issues regarding routine departmental or procedural matters.
• Foster positive client relations via telephone calls and face-to-face meetings.
• Prepare client and internal reports utilizing all programs of Microsoft Office.
• Learn and maintain knowledge of fiduciary principals.
• Learn and maintain knowledge of Orrstown Financial Advisors investment products and strategies.
• Responsible for maintaining all account files for orderliness, completeness and to ensure compliance with governing documents.
• Perform operational duties, including utilization of the trust accounting system to enter data. Serve as backup to Trust Operations Manager and is required to understand and perform the function when needed.
• Monitor deadlines and follow up on outstanding items to ensure timely completion of trust-related tasks.
• Support the resolution of client inquiries and issues by providing clear and professional responses.
• Maintain confidentiality and security of all trust-related information and documentation.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance
• Flexible spending account
• Dependent care spending account
• Employee stock purchase plan
• 401(k)/profit-sharing program
• Paid time off
• Paid holidays
• Paid parental leave
• Employee service recognition

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees