Boyd Consulting Partners

Compensation

Full 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