Job Description

Overview

Our Client, a private bank is seeking a detail-oriented and motivated Trust Operations Assistant to join their team in Philadelphia, Pennsylvania. The position includes processing financial transactions and assisting with trust administration activities.

Primary Responsibilities

• Process financial transactions, including distributions and deposits.
• Maintain comprehensive knowledge of systems to deliver client service and maintain account records.
• Assist with the opening and closing of trust and investment accounts.
• Process the transfer of trust account assets for incoming and outgoing accounts.
• Review and maintain all trust account files for proper documentation.
• Prepare ad hoc financial reports.
• Represent the bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
• Understand and adhere to the company’s risk and regulatory standards, policies, and controls in accordance with the company’s risk appetite. Identify risk-related issues needing escalation to management.
• An important component of the position is the ability to work well as a member of a team and communicate internally with colleagues.

Education And Experience Preferred

• Bachelor's or Associates degree preferred
• Experience supporting the administration of fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree
• Self-motivated
• Proven verbal and written communication skills
• Proven organizational skills
• Strong customer focus
• Proficiency with MS Office
• Experience maintaining high level of integrity and professionalism

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