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Posted: Thursday, February 23, 2017 8:24 AM

Job Summary: Provides administrative and data entry support for Trust Relationship Manager in support of Trust business objectives. General Duties & Responsibilities: * Supports assigned Trust Relationship Manager in the administration of trust accounts. * Interacts in an ongoing relationship with associated financial partners and trust clients. * Assists with account administration functions to ensure client satisfaction. * Performs daily account activitiy: * Posts receipts * Enters pending trade orders* Raises cash for distributions* Enters check/wire requests* Submits ACH transfer instructions * Handles account inquiries * Opens/closes accounts * Researches account discrepancies * Calculates fee sharing data, including manual calculations when necessary * Administers all systems related to management of trust accounts. * Maintains all account documentation for current and historical monitoring of accounts. * Special projects and other related duties assigned as needed. Educational Requirements: Bachelor's degree in Business Administration or other related discipline or the equivalent combination of education, training, and work experience. General Knowledge, Skills & Abilities: * Strong organizational skills * Ability to multi-task * Effective communication skills * Working knowledge of Microsoft Office * Trust system experience Intermediate professional role. Moderate skills with high level of proficiency. Works under general supervision with increased latitude for independent judgment. Identifies non-routine issues and routes/escalates to appropriate team member. Works on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience. Consults with senior peers on semi-complex processes to learn through experience. Typically requires a minimum of 3 to 5 years professional industry experience.Posted by StartWire

Source: http://www.juju.com/jad/000000005lek9o?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dcad3ace1b503a29eda4a2ab13077399c8a74935a5bce51022


• Location: Philadelphia

• Post ID: 37277533 philadelphia
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