Univest Financial Corporation

Assistant Trust Administrator

Location US-PA-Souderton
Posted Date 1 month ago(7/18/2022 12:47 PM)
Job ID
5343
# Positions
1
Category
Girard

Overview

0

 

Univest Financial Corporation (UVSP), has approximately $7.1 billion in assets and $4.9 billion in assets under management. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region.  In 2021, we donated $2.1 million to our communities, and our employees volunteered 10,987 hours.

 

We firmly believe in giving back to the local communities we serve. We focus our giving in the areas of youth and education, health and social services, community and economic development, and arts and culture. 

 

We are seeking an Assistant Trust Administrator to join our growing Trust team.

 

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, medical and Medicare issues, gathering tax information, 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 assigned accounts 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

 

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

 

Trust, Estate or Paralegal experience strongly preferred

 

Proficient in Microsoft Office Suite

 

Strong organizational skills and detail oriented

 

Ability to work independently, following guidelines and procedures

 

Ability to prioritize tasks and complete work within deadlines

 

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

 

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

 

#Univest #LI-Hybrid

 

An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

 

 

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