Univest Corporation of Pennsylvania

  • Trust Administrator

    Location US-PA-Souderton
    Posted Date 2 weeks ago(10/2/2018 10:21 AM)
    Job ID
    # Positions
    Investments/Trust - Other
  • Overview

    Serve as Trust Administrator for assigned accounts and self-developed business.


    Serve as Trust Administrator for assigned accounts and self-developed business and perform the duties required for those accounts, including client communication, handling of deposit and disbursement requests, bill payment, medical and Medicare issues, gathering tax information, working closely with the Portfolio Manager, etc.


    Develop new fiduciary business leveraging existing client relationships, professional networks (attorneys, accountants, etc.) and personal sphere of influence


    Monitor existing client relationships to provide exceptional service.  Introduce potential resources, including Univest solutions, to address potential client needs whenever appropriate


    Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct


    Perform additional duties as required



    4 year degree or equivalent Trust experience required


    Minimum of 5 to 7 years of Trust experience preferred


    Ability to interact with attorneys and accountants in order to create strong referral sources


    Ability to work independently


    Strong organizational skills and detail oriented


    Ability to communicate pleasantly and professionally with employees and clients


    Professional attitude and willingness to work together with a team toward common goals


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