Trust Operations Support Specialist 03/18/2025

Peoples Security Bank & Trust Company • Scranton, PA

293d

About The Position

If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. Our Trust Operations Support Specialist serves as a vital part of the Trust team performing diversified data entry, reconciliations and information processing functions. In conjunction with the Trust Operations Team, sets priorities and completes job duties assigned to ensure all essential job functions are completed by the team in a time sensitive manner in keeping with established internal guidelines and external requirements. This position must take initiative and be highly motivated to work independently. Demonstrate strong interpersonal skills, problem solving and is motivated to work as a team player to contribute to the success of the department and in turn, the organization.

Requirements

• College degree preferred but not required; additional banking and/or trust experience will be a plus.
• Knowledge of banking systems and procedures preferred.
• Attention to detail and problem solving skills a must.
• Ability and desire to research issues to find answers, improve processes or to gain understanding when problems arise.
• Ability to communicate with a variety of personalities in a calm, confident manner and be service oriented.
• Must be proficient in MS Office (MS Excel and Word in Particular) and Adobe Acrobat.
• Working knowledge of office equipment, like printers and fax machines required.
• Excellent time management skills and the ability to prioritize work.
• Strong organizational skills with the ability to multi-task.

Nice To Haves

• 2 years preferred but not required in operations or back office environment.

Responsibilities

• Maintain knowledge of trust, investments, and all departmental procedures to ensure accurate handling of responsibilities.
• Work alongside the Trust Operations Specialist to complete daily functions that include transaction input, distributions, transfers, security settlement, daily settlement with Charlotte, Bank of New York Mellon, Fidelity and Federated Investments, and ongoing client/account maintenance.
• Responsible for the Portfolio Account Link online Client Portal, with respect to adding and maintaining client access.
• Assist in the printing, tracking and mailing of standard departmental letters and forms as needed.
• Appropriately handle or route client telephone calls and provide solutions to clients for routine issues.
• Responsible for the collection, sorting and distribution of all departmental mail.
• Scan and index documents according to established procedures.
• Assist in the completion of special projects as assigned by the Trust Operations Manager.
• Provides back-up coverage for co-workers on various tasks as needed depending on departmental and business needs.
• Performs other duties as assigned.

Benefits

• Medical Plans
• Dental Plan
• Vision Plan
• Life Insurance
• Disability Insurance
• 401(K) Plan
• ESOP Plan
• Paid Time Off
• Paid Holidays
• Employee Assistance Program
• Banking Classes
• College Tuition Reimbursement
• Internal Advancement Opportunities
• Volunteer Time Off

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed