Trust Operations Assistant

:

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 ([email protected]) with the subject line "Trust Operations Assistant Application - [Your Name]."

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Philadelphia, PA 19103 (Required)

Work Location: In person