What are the responsibilities and job description for the Trust Administrative Assistant position at Farmers Logo 2022?
Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available.
ESSENTIAL DUTIES and RESPONSIBILITIES:
- File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files
- Process Employee and Employer contributions received through the recordkeeping system
- Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary
- Provide distribution and loan forms to participants
- Input and process distributions and payments from client accounts on demand
- Monitor available cash and notify Administrator of cash needs
- Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator
- Produce reports and Excel spreadsheets as needed
- Open accounts by inputting necessary client information; close accounts per instructions of Administrator
- Provide paperwork to Trust Operations in order to process receipt and delivery of securities
- Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issues
- Obtain cost basis information/estate valuation
- Prepare Court Accountings as needed (if applicable)
- Coordinate client meetings and preparation of necessary presentation materials and board packets
- Greet and assist visitors (if applicable)
- Handle incoming phone calls to answer questions and resolve problems
- Sort and distribute incoming mail. Daily run to Post Office (if applicable)
- Type correspondence, reports and other documents
- Complete all other duties as assigned
EDUCATION and/or EXPERIENCE:
- High School diploma/GED and two (2) years Trust experience, business or college classes.
- Must be proficient in the following computer programs (Word, Excel Spreadsheets,etc.) and able to use all general office equipment.
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran