Trust Administrator jobs in Johnstown, PA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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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 highest standards of service for the client.  Trust Company Divisions include Personal Trust, Specialty Real Estate, Retirement Services, Diversified Services, Operations, Compliance and Financial Services.  Trust Company accounts include various Trusts such as personal trusts, employee real estate construction trusts, permanent lot care, pre-need, corporate, special needs, guardianships, and estates. Additional Trust Company accounts include institutional and individual retirement plans and agency accounts.


    ESSENTIAL FUNCTIONS:

    1. Support and assist ATFSC personnel in with day-to-day administration responsibilities of trust accounts in accordance with terms specified in the governing instrument, applicable policies, procedures, laws and regulations. This may include processing of client receipts and disbursements, review of trust files for completeness, reconcilement of account and sub-account monthly activity.

    2. Support ATFSC personnel in the preparation of accurate, comprehensive, and timely account reviews. Account reviews include administrative, unique asset and investment evaluations as required by policy to support fiduciary responsibilities of the Trust Company.

    3. Support and assist ATFSC personnel with the compilation and preparation of assigned documentation to update account information as well as the necessary documents to open and/or close accounts as required by Fiduciary Committee and company policies and procedures.

    4. Compile other reports as required and perform other duties as assigned such as monthly, quarterly and annual activity reports requested by clients and Fiduciary Committee.

    5. Support and assist ATFSC personnel with the review and analysis of trust instruments and other legal documents to carry out the duties of the Trust Company and to maintain proper compliance with stated issues.

    6. Under the supervision of management, prepare reports, perform research, update policy and procedure documents, and other required information as requested by management.

    7. Support and assist ATFSC personnel with the compilation of necessary data for compliance, audit, or examinations or for any other internal or external reporting purposes.

    8. Support and assist ATFSC personnel with compliance testing activities as outlined by the annual compliance calendar.

    9. Aid with the updating of the Trust Policy & Procedure Manual. Assist with the continuation of the project underway to separate policies from procedures within the manual.

    10. Assist in the research of regulatory requirements and maintain awareness of proposed legislation/regulatory changes, as necessary.

    11. Respond timely to requests for information and assistance by co-workers and management. Assist in performing required tasks as stipulated in Trust Procedures. Ensure that accurate accounting records are maintained and assist with, record keeping, data input, document research and other functions, as needed

    12. Assist in performing required tasks as stipulated in Trust Procedures. Ensure that accurate accounting records are maintained. Assist with the performance of administrative functions, record keeping, data input, document research and other functions, as needed.

    13. Assist Compliance Officer in review of internal audit/regulatory findings and assist Trust Management in resolution. Assist with investigative and research efforts.

    14. Contribute to and participate in maintaining a strong level of customer service throughout the Trust Company.

    15. Provide spreadsheet preparation services as requested by the Division personnel including updates to internal forms and documents in the ‘1 Forms’ folder on time as assigned.

    16. Receive guidance, training, and mentoring from professional personnel in planning and carrying out activities and assignments.

    17. Contribute to and participate in maintaining a consistent professional culture throughout the organization by promoting compliance with all Trust Company policies and procedures.

    18. Periodically aid Division Management in coordinating preparation new account packages for the Fiduciary Committee, and meeting of the Board of Directors.

    19. Periodically aid ATFSC Management with the preparation of management reports and special projects while adhering to project deadlines.

     

    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 sound. 4) Specific vision abilities required by this job include viewing a computer monitor and extensive reading.

    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 while walking and sitting.


    TRAVEL:

    No travel is required for this position except for training and/or educational purposes.


    COMPETENCIES:

    1. Communication Proficiency
    2. Computer Skills
    3. Interpersonal Skills
    4. Customer/Client Focus
    5. Deadline Oriented
    6. Analytical Skills
    7. Ethical Conduct


    REQUIRED/ PREFERRED EDUCATION and EXPERIENCE:

    Must be a current student pursuing a bachelor’s or master’s degree with anticipation of completing said degree within the next 18 months. Preference to those enrolled in a business-related field (accounting, management, finance, marketing, human resources, organizational development or other). Will also consider other majors important to the success of a business such as English, history, political science, engineering, etc. Submission of college transcripts will be required for consideration.

  • 23 Days Ago

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Assistant Trust Officer II
  • AmeriServ Financial Inc.
  • Johnstown, PA FULL_TIME
  • SUMMARY OBJECTIVE: An entry level position designed for training and advancement to Trust Officer positions. Administration of assigned accounts (i.e., personal trusts and corporate trusts, guardiansh...
  • 18 Days Ago

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Assistant Trust Officer II
  • AmeriServ Financial Bank
  • Johnstown, PA FULL_TIME
  • SUMMARY OBJECTIVE: An entry level position designed for training and advancement to Trust Officer positions. Administration of assigned accounts (i.e., personal trusts and corporate trusts, guardiansh...
  • 19 Days Ago

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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...
  • 25 Days Ago

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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 governme...
  • 1 Month Ago

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Part-Time Teller - Somerset Crossing Office
  • Somerset Trust Company
  • Somerset, PA PART_TIME
  • This position is for a retail branch location which will require availability for a rotating schedule for the following office hours: M - F: 9:00am - 6:00pm Sat: 9:00am - 4:30pm Sun: Closed Part-time ...
  • 21 Days Ago

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0 Trust Administrator jobs found in Johnstown, PA area

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Travel Nurse RN - Cardiac Cath Lab - $2,728 per week
  • PRN Healthcare
  • Johnstown, PA
  • Trustaff is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Johnstown, Pennsylvania. Job Descript...
  • 3/28/2024 12:00:00 AM

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Order Builder (Loader)
  • ABARTA Coca-Cola Beverages, LLC
  • Ebensburg, PA
  • Company: ABARTA Coca-Cola Beverages Department: Ebensburg Warehouse 2 Job Location: 4900 Ebensburg, PA Other Potential L...
  • 3/28/2024 12:00:00 AM

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Retail Sales Associate
  • David's Bridal, LLC.
  • Altoona, PA
  • BEST. JOB. EVER! Minimal weekday hours required Generous Team Member discount $400 bonus for every referral hired with N...
  • 3/27/2024 12:00:00 AM

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Customer Service Sales Representative
  • JAS Technology - Wireless Zone
  • Mount Pleasant, PA
  • Job Description Job Description The Verizon Wireless Zone in Mt Pleasant, PA is looking for motivated, outgoing, and eng...
  • 3/25/2024 12:00:00 AM

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Vice President, Account Management (PIPELINE REQ)
  • Careerbuilder
  • Indiana, PA
  • Note: This is a pipeline requisition and does not represent any one particular job opening. By applying to this pipeline...
  • 3/25/2024 12:00:00 AM

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Travel Nurse RN - PCU - Progressive Care Unit - $1,900 per week
  • Adventist Health
  • Johnstown, PA
  • Supplemental Health Care is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Johnstown,...
  • 3/25/2024 12:00:00 AM

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Executive Director Hospice - RN
  • LHC Group
  • Johnstown, PA
  • Job Description We are hiring for an Executive Director - RN, with Hospice experience. At Conemaugh Hospice in Johnstown...
  • 3/25/2024 12:00:00 AM

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Account Manager
  • JSfirm.com
  • Mount Pleasant, PA
  • JSfirm.com continues to be the fastest-growing aviation job board with resume database access and has exclusively served...
  • 3/24/2024 12:00:00 AM

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 Administrator jobs
$57,211 to $73,101
Johnstown, Pennsylvania area prices
were up 1.5% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020