Trust Administration Assistant jobs in Johnstown, 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)
Recently Added Trust Administration Assistant jobs
Assistant Trust Accountant
- AmeriServ Bank
-
Johnstown, PA
FULL_TIME
-
SUMMARY OBJECTIVE:
Provide accounting support for the recordkeeping activities of the Retirement Services Division including assisting in the preparation of applicable tax returns, client and governmental reports.
ESSENTIAL FUNCTIONS:
1. Keep informed of new developments, policies, procedures, laws and regulations concerning retirement plans, IRA’s and all retirement services accounts.
2. Assist in the completion of retirement plan participant allocations and the administrative & recordkeeping functions by utilizing accounting systems and other computer resources.
3. Meet daily departmental deadlines to include mutual funds trades and pricing, as well as 401(k) company contributions and distributions.
4. Assist with account balancing to the Trust system and verify that accurate division accounting records are up-to-date.
5. Assist the Retirement Services staff with the daily operation within the department.
6. Support the administration in the recordkeeping of the unit in accordance with the terms of the governing instrument, applicable policies, procedures, regulations and laws.
7. Assist with the preparation of quarterly reports, participant statements, and statement mailings.
8. Assist in preparation of required governmental reports, including Form 5500, and any plan related ERISA audit information and packages on a timely basis for assigned institutional trust accounts.
9. Assist with the preparation and review of Qualified Plan Testing (ADP, ACP and Top Heavy) required by ERISA.
10. Assist with enrollment of new plans and participants.
Please note this job description 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.
SUPERVISORY RESPONSIBILITY:
This position requires no supervision of employees.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS:
The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing – perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound. 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required.
Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting.
TRAVEL:
Occasional travel may be required for training or conferences.
COMPETENCIES:
1. Communication Proficiency
2. Strong Computer Skills
3. Analytical Skills
4. Interpersonal Skills
5. Customer/Client Focus
6. Deadline Oriented
7. Ethical Conduct
EDUCATION, TRAINING AND EXPERIENCE:
A minimum of a two-year degree is required, however, in lieu of the degree we will accept a minimum of two (2) years direct or related experience in finance, accounting, trust or retirement services. Strong knowledge of computer software such as Word, Excel, etc is a must, along with effective communication, analytical and interpersonal skills. - 13 Days Ago
Assistant Trust Accountant
- AmeriServ Financial Inc.
-
Johnstown, PA
FULL_TIME
- SUMMARY OBJECTIVE: Provide accounting support for the recordkeeping activities of the Retirement Services Division including assisting in the preparation of applicable tax returns, client and governme...
- 1 Month Ago
Administration
- Advanced Office Systems, Inc.
-
Johnstown, PA
FULL_TIME
- Entry Level Position The core responsibilities will be: Communication with other employees and customers Data entry Print, copy and file customers records as necessary Meeting and exceeding the custom...
- Just Posted
Trust Intern
- AmeriServ Financial Inc.
-
Johnstown, PA
INTERN
- SUMMARY OBJECTIVE: Support Trust Company personnel in each Division with the administration of accounts and relationships according to procedure and policy of the Division while maintaining the highes...
- 19 Days Ago
Trust Fund Specialist
- US Justice, Bureau of Prisons/Federal Prison...
-
Bruceton, WV
FULL_TIME
- Duties This position is located in the Trust Fund Department of a Federal Bureau of Prisons (BOP) correctional facility. Responsible for the implementation, administration, and coordination of Trust F...
- Just Posted
Senior Trust Specialist
- First Commonwealth Bank
-
Indiana, PA
FULL_TIME
- Perform complex processing, report generation, and reconcilements within the scope of designated area of Trust Services: Systems, Support, and/or Operations. Provide advanced-level support to other ar...
- 12 Days Ago
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0 Trust Administration Assistant jobs found in Johnstown, PA area
Administrative Assistant II
- Genesis Corp./New Journey AI LLC
-
Johnstown, PA
- Genesis10 is currently seeking an Administrative Assistant II for a contract position in Johnstown, PA. This will be a l...
- 4/24/2024 12:00:00 AM
Store Support Administrative Assistant
- Sheetz, Inc
-
Claysburg, PA
- Overview: Provide support and administrative services for all Store Support departments. Responsibilities: 1. Reconcile ...
- 4/24/2024 12:00:00 AM
Office Administration Assistant
- BEM Enterprises, LLC
-
Indiana, PA
- Job Description Job Description Busy Drug and Alcohol Administration and Testing Business is looking for a new team memb...
- 4/24/2024 12:00:00 AM
Administrative Assistant
- Calvary Cemetery Association
-
Altoona, PA
- Job Description Job Description We are seeking an Administrative Assistant to join our devoted staff. You will perform g...
- 4/23/2024 12:00:00 AM
Administrative Assistant II
- eTeam, Inc.
-
Johnstown, PA
- Role: Administrative Assistant Location: Johnstown, PA 15904 Duration: 2 Years This role is possibly contract to hire an...
- 4/21/2024 12:00:00 AM
Administrative Assistant II
- Axelon Services Corporation
-
Johnstown, PA
- Administrative Assistant II Johnstown, PA 2 Year Contract - Possible Temp To Perm Onsite This role is possibly contract ...
- 4/21/2024 12:00:00 AM
Administrative Assistant / Intake Specialist - Urgent Hire Up to $3,500 Sign On Bonus!
- Nulton Diagnostic & Treatment Center
-
Altoona, PA
- Administrative Assistant / Intake Specialist Position Description: We are looking for an Administrative Assistant/Intake...
- 4/21/2024 12:00:00 AM
District Court Administrative Support - Altoona
- County of Blair
-
Altoona, PA
- Employee promotion results in our search for a district court administrative support within the Altoona, PA, office of M...
- 4/20/2024 12:00:00 AM
About Johnstown, Pennsylvania
Johnstown is a city in Cambria County, Pennsylvania, United States, 43 miles (69 km) west-southwest of Altoona and 67 miles (108 km) east of Pittsburgh. The population was 20,978 at the 2010 census and estimated to be 20,402 in 2013. It is the principal city of the Johnstown, Pennsylvania, Metropolitan Statistical Area, which includes Cambria County.
Johnstown is located in southwestern Cambria County at 40°19′31″N 78°55′15″W / 40.32528°N 78.92083°W / 40.32528; -78.92083 (40.325174, -78.920954).
According to the United States Census Bureau, the city has a total area of 6.1 square miles (15....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$41,589 to $53,015
Johnstown, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Trust Administration Assistant do?
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