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Orrstown Bank · 2 weeks ago

Administrative Specialist II - Trust

York, PA, US

Full-time

Onsite

Mid Level

4+ years exp

Orrstown Bank is seeking an Administrative Specialist II - Trust to support trust operations through managing administrative tasks. This role involves maintaining accurate records, preparing documentation, and facilitating communication between clients and internal departments, ensuring compliance with regulatory requirements.

Financial Services

Responsibilities

Provide support to officers in the administration of all trust and investment management accounts

Serve as a liaison between clients, trust administrators, Bank personnel etc. preparing follow-up letters, responding to questions and/or issues regarding routine departmental or procedural matters

Foster positive client relations via telephone calls and face-to-face meetings

Prepare client and internal reports utilizing all programs of Microsoft Office

Learn and maintain knowledge of fiduciary principals

Learn and maintain knowledge of Orrstown Financial Advisors’ investment products and strategies

Responsible for maintaining all account files for orderliness, completeness and to ensure compliance with governing documents

Perform operational duties, including utilization of the trust accounting system to enter data. Serve as backup to Trust Operations Manager and is required to understand and perform the function when needed

Monitor deadlines and follow up on outstanding items to ensure timely completion of trust-related tasks

Support the resolution of client inquiries and issues by providing clear and professional responses

Maintain confidentiality and security of all trust-related information and documentation

Qualification

Microsoft Office SuiteTrust administration experienceOrganizational skillsTrust accounting softwareRegulatory compliance knowledgeIndependent judgmentWritten communicationVerbal communicationAttention to detail