What are the responsibilities and job description for the Trust Professional position at The Haverford Trust Company?
About the Role:
We are seeking a highly skilled Trust Administrator to join our team at The Haverford Trust Company. As a key member of our Trust Team, you will be responsible for providing direct support to the VP, Trust & Estate Administration and Trust Officer in managing their trust relationships and portfolios. Your duties will include communicating with clients, advisors, and other professionals, as well as assisting with daily administrative tasks such as reporting, bill pay, and trust contributions.
Responsibilities:
We are seeking a highly skilled Trust Administrator to join our team at The Haverford Trust Company. As a key member of our Trust Team, you will be responsible for providing direct support to the VP, Trust & Estate Administration and Trust Officer in managing their trust relationships and portfolios. Your duties will include communicating with clients, advisors, and other professionals, as well as assisting with daily administrative tasks such as reporting, bill pay, and trust contributions.
Responsibilities:
- Provide direct support to the VP, Trust & Estate Administration and Trust Officer in the management of their trust relationships and portfolios.
- Communicate in person, by phone or email directly with clients, advisors, centers of influence and other professionals as needed and maintain client contact management records across various systems.
- Assist with miscellaneous daily administrative tasks including but not limited to reporting, managing daily bill pay, trust contributions, distributions, discretionary requests, managing overdrafts, statement requests/change, managing documentation of client files – both hardcopy and electronic for file retention and client requests, etc.
