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.
Farmers National Banc Corp.
is an Equal Opportunity Employer: disability/veteran
Skills
Preferred
Microsoft Excel
Administrative Assistant
Retirement Planning
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
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