Northwest Bank · 1 month ago
Administrative Assistant - Trust Services
NY Region Business Office
Full-time
Onsite
Mid Level
$21.60/hr - $24.50/hr
3+ years expNorthwest Bank is seeking an Administrative Assistant - Trust Services to provide administrative support for Account Managers and Trust Officers. The role involves maintaining account files for compliance, coordinating documentation, and assisting with various administrative tasks.
BankingFinancial Services
Responsibilities
Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative
Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
Coordinate documentation and communication with Trust Operations
Verify and/or process transactions, as directed
Initiate specific transactions , as directed
Identify/resolve daily account/administrative issues
Assist with special projects, seminars, and special events
Ensure total document and data integrity
Organize and file correspondence and documentation
Manage personal workload/workflow
Originate and type correspondence/documentation
Answer the telephone
Identify and resolve customer/operational issues
Assist customers, as needed
Partner with Trust personnel and operational staff
Generate customer documents and agreements, as directed
Input new account system information
Monitor overdrafts and excess cash balances in Trust Accounts
Monitor the timely processing of transfers when opening/closing accounts
Process distributions requests and bill payments for clients, as directed
Check previous days operational transactions
Monitor receipt of new account assets and money
Monitor receipt of closing account assets and money
Update current client system information to operations
Deposit/post all transactions
Provide assistance/training to other personnel
Contribute to various committees (as requested)
Perform Committee Secretary duties (as assigned)
Monitor and reconcile daily balance sheets, including those that come from outside record keepers
Coordinate and monitor all incoming rollovers into designated plan
Provide administrative support for all Account Managers/Trust Officers
Assist with audits and special projects as needed
Recommend improvements to procedures
Provide appropriate customer service levels
Minimizing departmental non-payroll costs
Maximize technology tools available
Ensure accuracy of financial data
Communicate problems or areas requiring attention to manager
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Qualification
Required
High School Diploma or equivalent
3 - 5 years customer service experience and Trust experience
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Ability to work with PC's, word processing and spreadsheets
Skill in telephone etiquette
Clerical aptitude
Benefits
Additional bonus earning opportunities
Benefits
Company
Northwest Bank
Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Louis Torchio
President & Chief Executive Officer
Jim Colestro
Retail Lending > Small Business Banking > Payments
Recent News
2025-10-31
2025-10-10
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