Trust Clerk jobs in Erie, PA
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk jobs
TRUST COORDINATOR
- Northwest
-
Erie, PA
FULL_TIME
-
The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties.
Essential Functions
- 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
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High School Diploma or equivalent preferred
Work Experience
3 - 5 years customer service experience preferred
General Employee Knowledge, Skills, and Abilities
- 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
Additional Knowledge, Skills and Abilities
- Ability to work with PC's, word processing and spreadsheets
- Skill in telephone etiquette
- Clerical aptitude
#LI-JB1
- 16 Days Ago
TRUST COORDINATOR
- Northwest Bank
-
Erie, PA
FULL_TIME
- DescriptionThe Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative a...
- 19 Days Ago
TRUST COORDINATOR
- Northwest Opportunities
-
ERIE, PA
FULL_TIME
- The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical...
- 1 Month Ago
HIMS Clerk
- Encompass Health
-
Erie, PA
FULL_TIME
- HIMS Clerk Encompass Health Rehabilitation Hospital of Erie Currently seeking a part-time 24 hours per week Health Information Management Services Clerk. Will primarily work week days, four days a wee...
- 19 Days Ago
Purchasing Clerk
- RGS Products Inc.
-
Waterford, PA
PART_TIME
- RGS Products, Inc. is a family-owned, architectural railing, and metals manufacturing company providing customers with custom design balcony and stairway railings. We are in search of an experienced P...
- 21 Days Ago
Store clerk
- The Kroger Co.
-
Erie, PA
FULL_TIME
- Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Direct and supervise all functions, ...
- Just Posted
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0 Trust Clerk jobs found in Erie, PA area
Administrative Assistant
- Akkodis
-
Erie, PA
- This is a long-term contract opportunity with a large Insurance Organization in Erie, PA. Pay Rate: $17-19 per hour Akko...
- 4/24/2024 12:00:00 AM
Full Time Clerk
- Kroger
-
Meadville, PA
- Responsibilities As a Retail Clerk, you're responsible for making sure that each customer's shopping experience is runni...
- 4/24/2024 12:00:00 AM
PT Grants Data Entry Clerk - Work From Home>
- Instrumentl
-
Meadville, PA
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Up to $18 per hour - As a Data Entry Clerk you'll: Enter ...
- 4/24/2024 12:00:00 AM
Administrative Assistant
- Career Concepts
-
Erie, PA
- Bid Coordinator/Administrative Assistant A local Erie company is Seeking a proactive and detail-oriented individual to j...
- 4/22/2024 12:00:00 AM
Drake Well Museum Store Clerk
- beherevenango.org
-
Titusville, PA
- **Drake Well Museum Store Clerk** * Part Time * Posted 5 days ago **Friends of Drake Well, Inc.** The Friends of Drake W...
- 4/22/2024 12:00:00 AM
Event Planning Coordinator _ 1 year contract _ Onsite _ Erie, PA
- Kaeppel Consulting
-
Erie, PA
- Kaeppel Consulting is seeking a "Event Planning Coordinator/Administrative Assistant" to work for a client in the Insura...
- 4/22/2024 12:00:00 AM
Floral Clerk>
- Tops Friendly Markets
-
Westfield, NY
- Tops Friendly Markets - 121 East Main Street - [Grocery Clerk / Team Member / FT & flexible PT schedules available] - As...
- 4/21/2024 12:00:00 AM
Claims Administrative Support Specialist
- Progressive Insurance
-
Erie, PA
- As a claims administrative support specialist, you'll play a vital role supporting our claims branch offices. In additio...
- 4/20/2024 12:00:00 AM
About Erie, Pennsylvania
Erie (/ˈɪəri/; EER-ee) is a city on the south shore of Lake Erie and the county seat of Erie County, Pennsylvania, United States. Named for the lake and the Native American Erie people who lived in the area until the mid-17th century, Erie is the fourth-largest city in Pennsylvania, as well as the largest city in Northwestern Pennsylvania, with a population of 101,786 at the 2010 census. The estimated population in 2017 had decreased to 97,369. The Erie metropolitan area, equivalent to all of Erie County, consists of 276,207 residents. The Erie-Meadville, PA Combined Statistical Area has a pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$33,323 to $39,780
Erie, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Trust Clerk do?
Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020