Univest Corporation of Pennsylvania

  • Assistant Trust Administrator

    Location US-PA-Souderton
    Posted Date 4 days ago(12/7/2018 3:10 PM)
    Job ID
    4003
    # Positions
    1
    Category
    Investments/Trust - Other
  • Responsibilities

    Work with the Trust Administration team to support the Trust and Estate Administration process, including client communication, handling of deposit and disbursement requests, bill payment, preparation of required trust and estate notices, gathering tax information, Administrative Reviews, preparation of Discretionary Distribution forms and backup for Trust Administrators when they are unavailable

     

    Interact with clients, attorneys and accountants as appropriate to assist the Trust Administrators in the handling of their trusts and estates

     

    Assist the Trust Administrators in the settlement process for estates and trust estates

     

    Responsible for the asset transfer function for the Trust Administration team

     

    Serve as the backup for the Preparation of Court Accountings for Estates, Trusts, Power of Attorney Accounts and Guardianships, following Uniform Fiduciary Accountings guidelines

     

    Shared duties for the Corporate Receptionist duties for the Corporate Plaza

     

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

    Perform additional duties as required

     

    Qualifications

    Bachelor’s Degree preferred, not required

     

    Proficient in Microsoft Office Suite

     

    Strong organizational skills and detail oriented

     

    Ability to work independently, following guidelines and procedures

     

    Ability to communicate pleasantly and professionally with employees, clients and attorneys

     

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

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