Administrative Assistant – Trust and Wealth Solutions
Scranton, Pennsylvania, United States · On-site
Mid level
Description Job Summary The Administrative Assistant provides essential administrative, client service, and operational support to the Managing Director, Investment and Trust Officers. This role helps ensure a high-quali…
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Administrative Assistant – Trust and Wealth Solutions
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Full-time
high school, associate degree, bachelor degree
Posted 2d ago
~40 hrs/week
Responsibilities
The Administrative Assistant provides essential operational and client service support to the Managing Director and Investment and Trust Officers. Responsibilities include preparing meeting materials, maintaining client records, and coordinating with internal departments to ensure adherence to fiduciary and compliance standards.
Requirements
Candidates must have at least three years of experience in administrative, banking, or financial services roles. A high school diploma is required, while an associate or bachelor's degree is preferred.
Full job description
Description
Job Summary
The Administrative Assistant provides essential administrative, client service, and operational support to the Managing Director, Investment and Trust Officers. This role helps ensure a high-quality client experience, accurate documentation, timely workflow management, and adherence to fiduciary, privacy, and internal controls. The ideal candidate is highly organized, detail-oriented, and comfortable working with confidential and personal information in a fast-paced environment.
Essential Functions/Duties
Provide day-to-day administrative support to Managing Director, Investment and Trust Officers.
Prepare meeting materials, including agendas, investment reviews, trust documentation, and presentation material.
Serve as a professional point of contact for clients, beneficiaries, attorneys, accountants, and external partners.
Support scheduling and preparation of annual or periodic trust and investment meetings.
Maintain accurate client contact information and relationship records in departmental systems.
Maintain systems and calendars for recurring reviews, administrative deadlines, tax related notices, insurance documentation, and other fiduciary follow-up items.
Compile information for investment reviews, account summaries, committee materials, and officer reporting.
Coordinate with trust operations, compliance, legal, and tax to resolve administrative requests.
Assist with documentation for audits, compliance reviews, account-file maintenance and internal reporting.
Ancillary Duties
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances and branch market needs.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch, and lift up to 50 pounds. This position requires regular use of a computer and regular travel between assigned branch locations and into the community for meetings, events, and initiatives.
Requirements
Education/Training: High school diploma or equivalent; associate or bachelor’s degree preferred.
Skill(s): Must demonstrate strong communication skills; proficient interpersonal relations skills; moderate composition skills; proficient PC skills; knowledge of Microsoft office tools; a working knowledge of bank products and services, along with the operational policies and procedures that impact these products.
Experience: Three (3) or more years of administrative, executive-assistant, banking, wealth management, legal, or financial services experience.
As a community bank, helping local businesses thrive is part of why we love what we do.
Industry
Banking
Company size
201-500 employees
Founded
1905
Headquarters
Scranton, PA
LinkedIn followers
4,256
Peoples Security Bank & Trust has become one of the largest independent community banks in eastern Pennsylvania with a footprint stretching through Pennsylvania, New York, and New Jersey. We currently operate 39 full-service offices that each have a team devoted to the community in which they live and work. Each office offers a wide range of financial services that covers personal banking, business banking, and home financing.
Offices: 150 North Washington Avenue, Scranton, PA 18503, US · 1100 Northern Boulevard, S Abington Township, PA 18411, US · 2355 City Line Road, Bethlehem, PA 18017, US · 24 Mary St, Binghamton, New York 13903, US · 1026 Conklin Road, Conklin, PA 13748, US
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