Orrstown Financial
Administrative Specialist II - Trust
Orrstown Financial, York, Pennsylvania, United States, 17404
About the Role:
The Administrative Specialist II - Trust plays a critical role in supporting trust operations by managing and coordinating administrative tasks that ensure the smooth and efficient handling of trust accounts. This position is responsible for maintaining accurate records, preparing documentation, and facilitating communication between clients, trustees, and internal departments. The role requires a high level of attention to detail and confidentiality, as it involves handling sensitive financial and legal information. The successful candidate will contribute to the overall success of the trust department by providing reliable administrative support that enhances client satisfaction and operational compliance. Ultimately, this position ensures that trust services are delivered accurately, timely, and in accordance with regulatory requirements.
Minimum Qualifications: High school diploma or equivalent; associate degree or higher preferred. Minimum of 4 years of administrative experience, preferably in an environment which services and supports wealth management functions. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with database management. Strong organizational skills with the ability to manage multiple priorities and deadlines. Excellent written and verbal communication skills. Ability to use independent judgment, discretion, and maintain confidentiality Preferred Qualifications:
Experience working specifically within trust administration or estate services. Familiarity with trust accounting software and financial management systems. Knowledge of relevant regulatory requirements and compliance standards related to trust services and wealth management. Responsibilities:
Provide support to officers in the administration of all trust and investment management accounts. Serve as a liaison between clients, trust administrators, Bank personnel etc. preparing follow-up letters, responding to questions and/or issues regarding routine departmental or procedural matters. Foster positive client relations via telephone calls and face-to-face meetings. Prepare client and internal reports utilizing all programs of Microsoft Office. Learn and maintain knowledge of fiduciary principals. Learn and maintain knowledge of Orrstown Financial Advisors' investment products and strategies. Responsible for maintaining all account files for orderliness, completeness and to ensure compliance with governing documents. Perform operational duties, including utilization of the trust accounting system to enter data. Serve as backup to Trust Operations Manager and is required to understand and perform the function when needed. Monitor deadlines and follow up on outstanding items to ensure timely completion of trust-related tasks. Support the resolution of client inquiries and issues by providing clear and professional responses. Maintain confidentiality and security of all trust-related information and documentation. Skills:
The required skills such as proficiency in Microsoft Office and strong organizational abilities are essential for managing and maintaining detailed trust records and preparing accurate documentation daily. Effective communication skills enable the Administrative Specialist to interact professionally with clients, trustees, and internal teams, ensuring clarity and responsiveness in all correspondence. Attention to detail is critical for monitoring deadlines and verifying compliance with regulatory standards, which helps prevent errors and maintain trust integrity. Preferred skills like familiarity with trust accounting software enhance efficiency in processing transactions and managing account data. Additionally, knowledge of regulatory requirements supports adherence to legal standards, contributing to the overall reliability and professionalism of trust services.
Benefits:
At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.
Medical insurance Dental insurance Vision insurance Long-term disability Short-term disability Employee, spouse and dependent life and AD&D insurance Flexible spending account Dependent care spending account Employee stock purchase plan 401(k)/profit-sharing program Paid time off Paid holidays Paid parental leave Employee service recognition
The Administrative Specialist II - Trust plays a critical role in supporting trust operations by managing and coordinating administrative tasks that ensure the smooth and efficient handling of trust accounts. This position is responsible for maintaining accurate records, preparing documentation, and facilitating communication between clients, trustees, and internal departments. The role requires a high level of attention to detail and confidentiality, as it involves handling sensitive financial and legal information. The successful candidate will contribute to the overall success of the trust department by providing reliable administrative support that enhances client satisfaction and operational compliance. Ultimately, this position ensures that trust services are delivered accurately, timely, and in accordance with regulatory requirements.
Minimum Qualifications: High school diploma or equivalent; associate degree or higher preferred. Minimum of 4 years of administrative experience, preferably in an environment which services and supports wealth management functions. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with database management. Strong organizational skills with the ability to manage multiple priorities and deadlines. Excellent written and verbal communication skills. Ability to use independent judgment, discretion, and maintain confidentiality Preferred Qualifications:
Experience working specifically within trust administration or estate services. Familiarity with trust accounting software and financial management systems. Knowledge of relevant regulatory requirements and compliance standards related to trust services and wealth management. Responsibilities:
Provide support to officers in the administration of all trust and investment management accounts. Serve as a liaison between clients, trust administrators, Bank personnel etc. preparing follow-up letters, responding to questions and/or issues regarding routine departmental or procedural matters. Foster positive client relations via telephone calls and face-to-face meetings. Prepare client and internal reports utilizing all programs of Microsoft Office. Learn and maintain knowledge of fiduciary principals. Learn and maintain knowledge of Orrstown Financial Advisors' investment products and strategies. Responsible for maintaining all account files for orderliness, completeness and to ensure compliance with governing documents. Perform operational duties, including utilization of the trust accounting system to enter data. Serve as backup to Trust Operations Manager and is required to understand and perform the function when needed. Monitor deadlines and follow up on outstanding items to ensure timely completion of trust-related tasks. Support the resolution of client inquiries and issues by providing clear and professional responses. Maintain confidentiality and security of all trust-related information and documentation. Skills:
The required skills such as proficiency in Microsoft Office and strong organizational abilities are essential for managing and maintaining detailed trust records and preparing accurate documentation daily. Effective communication skills enable the Administrative Specialist to interact professionally with clients, trustees, and internal teams, ensuring clarity and responsiveness in all correspondence. Attention to detail is critical for monitoring deadlines and verifying compliance with regulatory standards, which helps prevent errors and maintain trust integrity. Preferred skills like familiarity with trust accounting software enhance efficiency in processing transactions and managing account data. Additionally, knowledge of regulatory requirements supports adherence to legal standards, contributing to the overall reliability and professionalism of trust services.
Benefits:
At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.
Medical insurance Dental insurance Vision insurance Long-term disability Short-term disability Employee, spouse and dependent life and AD&D insurance Flexible spending account Dependent care spending account Employee stock purchase plan 401(k)/profit-sharing program Paid time off Paid holidays Paid parental leave Employee service recognition