Trust Administration Assistant jobs in Allentown, PA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Estate Trust and Tax Legal Assistant
  • NORRIS MCLAUGHLIN, P.A.
  • Allentown, PA OTHER
  • Job Details

    Level:    Experienced
    Job Location:    Pennsylvania Office of Norris McLaughlin, P.A. - Allentown, PA
    Position Type:    Full Time
    Salary Range:    Undisclosed
    Job Category:    Legal Admin

    Job Description

    Essential Functions:

    • Manage attorney calendars and assist in meeting deadlines.
    • Screen attorney incoming calls.
    • Manage all incoming mail; prepare outgoing correspondence.
    • Draft, edit, and finalize estate planning documents.
    • Open new files, prepare conflicts checks and draft engagement letters.
    • Process monthly client billing, attorney time entry, and general office responsibilities.
    • Prepare client binder of completed Estate planning documents.
    • Maintain attorneys’ client files.
    • On site attendance as required for this position

     

    Other Duties/Responsibilities:

    • Understand functionality of all office equipment and systems.
    • Perform other administrative duties as assigned in support of attorneys.

     

    Required Skills/Abilities: 

    • Self-starter able to work independently as well as part of a team.
    • Excellent prioritization and time management skills to meet strict deadlines.
    • Outstanding interpersonal and communication skills, both written and oral.
    • Proficient with MS Office Suite, including advanced use of MS Word.
    • Proficient in the use of document management systems (iManage preferred).
    • Excellent organizational skills; very detail- oriented.
    • Strong client-first work ethic.
    • Strong attention to detail.
    • Valid driver’s license

     

    Education and Experience:

    • Legal assistant experience, preferably working in an estate planning practice group.
    • Associate degree or equivalent of business experience a plus
    • Microsoft Office Suite

     

     

    The job description as described above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

     

    At Norris McLaughlin, we cultivate a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture, ethnicity, race, sex, sexual orientation, gender identity or expression, national origin, age, religion, disability, and beliefs enable us to be a better team.

     

    The Firm does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law, in accordance with applicable federal, state, and local laws governing nondiscrimination in employment.  This policy applies to all terms and conditions of employment including, but not limited to, hiring, placement, promotion, demotion, discipline, termination, lay-off, recall, transfers, leaves of absence, compensation, benefits, and training.


  • 15 Days Ago

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Advanced Medical Support Assistant
  • Veterans Health Administration
  • Allentown, PA FULL_TIME
  • This is an open continuous announcement which will be used to fill any Advanced Medical Support Assistant position that may become vacant within the facility and associated CBOCs for which we are hiri...
  • 20 Days Ago

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Medical Support Assistant
  • Veterans Health Administration
  • Allentown, PA FULL_TIME
  • This is an open continuous announcement which will be used to fill any Medical Support Assistant position that may become vacant within the facility and associated CBOCs for which we are hiring and ca...
  • 21 Days Ago

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Commercial Loan Underwriter
  • ESSA Bank and Trust
  • Allentown, PA FULL_TIME
  • ESSA Bank & Trust has an immediate opening for an experienced Commercial Loan Underwriter in Allentown, PA or our Radnor, PA location. We are seeking a skilled and detail-oriented Underwriter to join ...
  • 18 Days Ago

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Commercial Loan Officer
  • Mauch Chunk Trust Company
  • Jim Thorpe, PA FULL_TIME
  • Job Title: Commercial Lending Officer Revision Date: January 2024 Reports to: Senior Commercial Lending Officer Supervises: None GENERAL RESPONSIBILITIES: The Commercial Lending Officer plays a crucia...
  • 8 Days Ago

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Portfolio Manager
  • Mauch Chunk Trust Company
  • Jim Thorpe, PA FULL_TIME
  • Title: Portfolio Manager Revision Date: March 2024 Reports to: Chief Credit Officer Supervises: None GENERAL RESPONSIBILITIES: This position is responsible for performing a wide variety of functions p...
  • 9 Days Ago

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0 Trust Administration Assistant jobs found in Allentown, PA area

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Administrative Assistant
  • Genesis Community Homes, LLC
  • King of Prussia, PA
  • Job Description Job Description The Administrative Assistant is a representative of Genesis and the administrative team,...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Craig Bradford Associates
  • Plymouth Meeting, PA
  • Comp: up to $50K dependent upon experience Job Summary We are looking for a responsible Administrative Assistant to perf...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Viant Medical
  • Collegeville, PA
  • Administrative Assistant- PART TIME POSITION Hours- Monday through Friday 6am-12pm Position Scope/Summary: The primary p...
  • 3/27/2024 12:00:00 AM

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Administrative assistant
  • Randstad
  • King Of Prussia, PA
  • Are you looking to get your foot in the door with a great organization right here in the Montgomery County area? We have...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Martin Sprocket & Gear
  • Danielsville, PA
  • Who is Martin Sprocket & Gear? Martin is a progressive leader in the Power Transmission and Bulk Material Handling Indus...
  • 3/25/2024 12:00:00 AM

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Administrative Assistant
  • Hidden Hollow Acres
  • Whitehouse Station, NJ
  • Job Description Job Description Hidden Hollow Acres, LLC is seeking an Administrative Assistant for support in our White...
  • 3/25/2024 12:00:00 AM

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Administrative Assistant
  • PrideStaff
  • Allentown, PA
  • Job Description Job Description Administrative Assistant - Part-Time Allentown, PA Monday, Wednesday, Friday 8:30 am to ...
  • 3/24/2024 12:00:00 AM

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Administration Assistant
  • Edge Settlement Associates
  • Wyomissing, PA
  • Job Description Job Description Full time person sought for growing office with 6 locations in Berks County Right candid...
  • 3/24/2024 12:00:00 AM

Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$46,391 to $59,135
Allentown, Pennsylvania area prices
were up 1.5% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020