Trust Administration Assistant jobs in Pennsylvania

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

P
Trust Administrative Assistant
  • Phoenixville Federal Bank & Trust
  • Phoenixville, PA FULL_TIME
  • Trust Administrative Assistant

    Department: Wealth Management

    Reports to: Kurt Kunsch, SVP Trust Managing Director

    Supervises: NA

    Summary: Phoenixville Federal Bank & Trust is looking for an investment and trust administrator to support the Wealth Management division of the bank. The individual should possess general banking and investment management knowledge for the position. We seek a person that has a strong work ethic, is self-motivated, detail oriented, a team player, and possesses excellent customer service and communications skills. The ideal candidate will possess an understanding of investment and trust operations.

    Job Requirements:

    · Superior attention to detail

    · Knowledge of basic investing, investment vehicles, IRA’s, trust administration, estate administration and income/estate tax matters

    · Self-motivated requiring minimal supervision

    · Excellent written and oral business communication skills

    · Demonstrates problem solving and decision-making skills

    · Strong Microsoft Office (Excel, Word, and PowerPoint) skills

    Preferred:

    · Bachelor’s Degree in business, economics, accounting, finance, or related field with two or more years of related experience or equivalent professional experience with five or more years of related experience.

    Specific Job Functions:

    1. Perform duties of trust administration including client communication, retention, and relationship management.

    2. Perform duties of trust operations including daily posting, balancing and asset record management.

    3. Interface with trust accounting system, workflow processes and trust operations.

    4. Handle daily account transactions such as wire and cash transfers, ACH disbursements, bill payments, security transactions, purchases, and sales of assets.

    5. Coordinate account opening documentation processes including transfers of assets and accounts.

    6. Monitor transactions for completion and accuracy.

    7. Coordinate investment transactions.

    8. Calculate unitrust, total return, required minimum distributions, and other payments to beneficiaries.

    9. Provide backup support for trust officers in client service and communication.

    10. Coordinate tax related payment information.

    Job Type: Full-time

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Application Question(s):

    • Why are you interested in working for a community bank?

    Education:

    • Associate (Required)

    Experience:

    • Business, Economics, Accounting, Finance or related field: 2 years (Required)
    • Investment management: 3 years (Required)

    Work Location: In person

  • 19 Days Ago

P
Trust/Administrative Assistant
  • Phoenixville Federal Bank & Trust
  • Kimberton, PA FULL_TIME
  • Description Department: Wealth ManagementReports to: Kurt KunschSupervises: NASummary: The Wealth Management Department at Phoenixville Federal Bank & Trust, a community bank, is looking for an indivi...
  • 21 Days Ago

S
Estate And Trust Administration Director
  • Steinbacher, Goodall & Yurchak
  • Williamsport, PA FULL_TIME
  • The Estate and Trust Administration Director is a key figure in overseeing duties related to estate, probate, and trust administration. This role requires efficient task execution, as well as leadersh...
  • 8 Days Ago

A
Assistant Trust Officer II
  • AmeriServ Financial Inc.
  • Johnstown, PA FULL_TIME
  • SUMMARY OBJECTIVE: An entry level position designed for training and advancement to Trust Officer positions. Administration of assigned accounts (i.e., personal trusts and corporate trusts, guardiansh...
  • 18 Days Ago

A
Assistant Trust Officer II
  • AmeriServ Financial Bank
  • Johnstown, PA FULL_TIME
  • SUMMARY OBJECTIVE: An entry level position designed for training and advancement to Trust Officer positions. Administration of assigned accounts (i.e., personal trusts and corporate trusts, guardiansh...
  • 19 Days Ago

A
Assistant Trust Accountant
  • AmeriServ Financial Inc.
  • Johnstown, PA FULL_TIME
  • SUMMARY OBJECTIVE: Provide accounting support for the recordkeeping activities of the Retirement Services Division including assisting in the preparation of applicable tax returns, client and governme...
  • 25 Days Ago

C
Trust Administration Assistant
  • Commonwealth Trust Company
  • Wilmington, DE
  • Job Description Job Description This position is responsible for providing administrative support to the Trust Administr...
  • 3/28/2024 12:00:00 AM

B
Administrative Assistant General Administrative
  • Builders FirstSource, Inc.
  • Surprise, AZ
  • Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
  • 3/28/2024 12:00:00 AM

F
Trust Administrative Assistant II
  • First Financial Bank
  • Odessa, TX
  • Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial F...
  • 3/27/2024 12:00:00 AM

E
Buyers' Clerical / Administrative Support
  • EbLens
  • Torrington, CT
  • **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
  • 3/27/2024 12:00:00 AM

C
TRUST ADMINISTRATIVE ASSISTANT (Part-Time)
  • Commercial Bank & Trust Co
  • Memphis, TN
  • Job Description Job Description Role and Responsibilities: Open, stamp, scan, and distribute mail and other incoming and...
  • 3/26/2024 12:00:00 AM

M
Clerical Administrative Assistant
  • Manpower
  • Beverly, WV
  • Our client, is seeking an administrative assistant to join their team. As an administrative assistant, you will be part ...
  • 3/26/2024 12:00:00 AM

F
Receptionist / General Administrative Assistant
  • First Industrial
  • Chicago, IL
  • Job Description Job Description General Summary Receptionists are expected to have the phone line open and operating pro...
  • 3/26/2024 12:00:00 AM

F
General Administrative Assistant
  • Florida National University-Main Campus
  • Hialeah, FL
  • Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
  • 3/24/2024 12:00:00 AM

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$45,940 to $58,560

Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019