Job Title: Trust Operations Assistant
Location: Philadelphia, Pennsylvania
Company: The Philadelphia Trust Company
Overview
The Philadelphia Trust Company is seeking a detail-oriented and motivated Trust Operations Assistant to join our 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.
· Promote an environment that supports the values and brand of The Philadelphia Trust Company.
· Complete other related duties as assigned.
Scope Of Responsibilities
An important component of the position is the ability to work well as a member of a team and communicate internally with colleagues.
Supervisory/Managerial Responsibilities
Not Applicable
Education And Experience Preferred
· Bachelor's or Associate's degree
· 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 personal computers
· Experience maintaining high level of integrity and professionalism
Benefits
· Competitive salary and performance-based incentives.
· Comprehensive health, dental, and vision insurance.
· 401(k) retirement plan.
· Generous paid time off and holidays.
· Professional development opportunities and support for continuing education.
· Collaborative and inclusive work environment.
How to Apply
Interested candidates should submit a resume and cover letter detailing their qualifications and interest in the position to Gregory Ferris (gferris@philadelphiatrust.com) with the subject line "Trust Operations Assistant Application - [Your Name]."
Job Type: Full-time
Benefits:
Schedule:
Ability to Commute:
Work Location: In person
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