What are the responsibilities and job description for the Client Relationship Manager - Trust Services position at The Haverford Trust Company?
Job Description:
We are seeking an experienced Trust Administrator to join our team. The successful candidate will provide direct support to the VP, Trust & Estate Administration and Trust Officer in managing their trust relationships and portfolios.
- Communicate with clients, advisors, and other professionals as needed.
- Assist with daily administrative tasks, including reporting, bill pay, and client file management.
- Manage annual Unitrust/Power to adjust calculations and coordinate new account openings.
The ideal candidate will possess excellent communication skills, attention to detail, and the ability to work productively in a fast-paced environment.
