Trust Services Administrator

Ephrata National Bank•Ephrata, PA

2d•$19 - $25•Onsite

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About The Position

The Trust Services Administrator provides a full range of support to the Trust Services segment.

Requirements

2-year degree from an accredited college or equivalent experience.
Up to 2 years of related work experience.
Advanced working knowledge of Excel and PowerPoint.
Proven skills to communicate effectively with management, co-workers, and customers.
Must have a professional appearance and manner.
Ability to balance multiple tasks simultaneously.
Must be self-motivated.
Expected to participate in appropriate educational classes as management requires.
Demonstrated effective verbal and written communication skills.

Responsibilities

Maintain a working knowledge of trust products and services to provide quality support to Trust Relationship Managers.
Coordinate trust services activities, as directed, daily and collaborate with operations staff to ensure high-quality customer service and delivery of daily goals and objectives.
Perform a variety of administrative duties including but not limited to researching and compiling data and reports, answering phones, greeting visitors, scheduling appointments, processing invoices for payment, sorting mail, and imaging.
Assist with managing referral leads and scheduling those appointments.
Assist with and perform research into client inquiries or other matters.
Manage the Advisor Stream system.
Under supervision, monitor daily activity in client accounts to ensure accuracy, ensure appropriateness, and identify possible suspicious activity.
Perform highly confidential and skilled administrative duties using the trust accounting system.
Work within general reports and other correspondence to support the administration of developing reports, presentations, forms, and other documents as requested.
Create, prepare and distribute mail merge documents and letters and help to put together proposals.
Maintain a working understanding of, and comply with, trust policies, procedures and applicable trust regulations.
Work on routine client requests and enlist Trust Relationship Managers' support/input where appropriate.
Responsible for taking minutes at various Committee meetings.
Complete a variety of client service requests for multiple clients, including high net worth.
Follow detailed procedures and checklists in the account opening/closing processes.
Support division and segment leadership on daily administration needs.
Participate in outside service organizations to promote the community and advance the Bank’s image.
Assist the Trust Services segment with projects, filing, and general office management tasks.