Univest Financial Corporation

Assistant Trust Administrator

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




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.



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




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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