Trust Administrative Assistant

Join to apply for the Trust Administrative Assistant role at Farmers National Bank of Canfield
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Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available.

• File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files.
• Process employee and employer contributions received through the record‑keeping system.
• Set‑up and monitor recurring payments from client accounts (including monthly pension checks) and make changes as necessary.
• Provide distribution and loan forms to participants.
• Input and process distributions and payments from client accounts on demand.
• Monitor available cash and notify the Administrator of cash needs.
• Process all updates to the trust system (name/address records, account statements, etc.) as directed by the Trust Administrator.
• Produce reports and Excel spreadsheets as needed.
• Open accounts by inputting necessary client information; close accounts per the Administrator’s instructions.
• Provide paperwork to Trust Operations to process receipt and delivery of securities.
• Prepare necessary paperwork to initiate transfer of assets, obtain client authorization, request additional information, and follow up on receipt of assets to troubleshoot problems or issues.
• Obtain cost basis information / estate valuation.
• Prepare court accountings as needed (if applicable).
• Coordinate client meetings and prepare necessary presentation materials and board packets.
• Greet and assist visitors (if applicable).
• Handle incoming phone calls to answer questions and resolve problems.
• Sort and distribute incoming mail. Daily run to Post Office (if applicable).
• Type correspondence, reports, and other documents.
• Complete all other duties as assigned.

• High school diploma / GED and two (2) years of trust experience, business or college classes.
• Must be proficient in Word, Excel spreadsheets, and general office equipment.

E‑Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity

Employer:

disability / veteran.

• Entry level

• Full‑time

• Administrative
• Banking