What are the responsibilities and job description for the Administrative Assistant - Trust Services position at The Haverford Trust Company?
Job Summary:
The Haverford Trust Company is seeking a detail-oriented and organized individual to fill the role of Trust Administrator. In this position, you will work closely with the VP, Trust & Estate Administration and Trust Officer to provide direct support in managing their trust relationships and portfolios. You will also assist with various administrative tasks, including communicating with clients and maintaining accurate records.
The Haverford Trust Company is seeking a detail-oriented and organized individual to fill the role of Trust Administrator. In this position, you will work closely with the VP, Trust & Estate Administration and Trust Officer to provide direct support in managing their trust relationships and portfolios. You will also assist with various administrative tasks, including communicating with clients and maintaining accurate records.
- Work directly with the VP, Trust & Estate Administration and Trust Officer to manage trust relationships and portfolios.
- Communicate with clients, advisors, and other professionals via phone, email, and in-person meetings.
- Manage client contact records and perform administrative tasks such as reporting, bill pay, and trust contributions.
