Univest Corporation of Pennsylvania

  • Trust Administrator

    Location US-PA-Souderton
    Posted Date 2 weeks ago(10/2/2018 10:21 AM)
    Job ID
    3958
    # Positions
    1
    Category
    Investments/Trust - Other
  • Overview

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

    Responsibilities

    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

     

    Qualifications

    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

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.

    Connect With Us!

    Not ready to apply? Connect with us for general consideration.