What are the responsibilities and job description for the Trust Operations Coordinator position at The Haverford Trust Company?
About the Position:
We are looking for a motivated and organized individual to join our team as a Trust Administrator. In this role, you will support the VP, Trust & Estate Administration and Trust Officer in managing their trust relationships and portfolios. Your duties will include communicating with clients and performing various administrative tasks.
Key Responsibilities:
We are looking for a motivated and organized individual to join our team as a Trust Administrator. In this role, you will support the VP, Trust & Estate Administration and Trust Officer in managing their trust relationships and portfolios. Your duties will include communicating with clients and performing various administrative tasks.
Key Responsibilities:
- Support the VP, Trust & Estate Administration and Trust Officer in managing trust relationships and portfolios.
- Communicate with clients, advisors, and other professionals via phone, email, and in-person meetings.
- Perform administrative tasks such as reporting, bill pay, and trust contributions.
