What are the responsibilities and job description for the Financial Services Coordinator position at The Haverford Trust Company?
About the Role
We are looking for a talented Fiduciary Support Specialist to join our team at The Haverford Trust Company. As a trusted advisor, you will work closely with our Vice Presidents and Trust Officers to provide exceptional service to our clients.
Responsibilities:
- Support the VP, Trust & Estate Administration and Trust Officer in managing their trust relationships and portfolios.
- Communicate effectively with clients, advisors, and other professionals to build strong relationships.
- Assist with daily administrative tasks, including reporting, bill pay, trust contributions, distributions, and documentation management.
- Coordinate new account openings and terminations, and manage annual unitrust/power to adjust calculations.
