Trust Administrator at The Haverford Trust Company in Springfield, Pennsylvania

Trust Administrator

The Trust Team at The Haverford Trust Company is responsible for the daily administration and maintenance of the company's fiduciary account business, which directly manages client trust and estate accounts. The Trust Administrator reports to and partners closely with 1-2 Trust Officers to provide direct support in managing their portfolio of trust relationships. The Trust Administrator also works closely with other Trust Administrators and Senior Trust Administrators to collaborate and ensure best practices and efficiencies for the entire Trust Administration Team.

Essential Duties

• Partner with one to two Trust Officers to support the administration of their trust and estate relationships, proactively anticipating needs and delivering exceptional client service.
• Communicate effectively with clients, beneficiaries, attorneys, accountants, advisors, and other professional partners while maintaining accurate records of interactions and requests.
• Process day-to-day trust administration activities, including bill payment, contributions, distributions, discretionary requests, overdraft management, and maintenance of account information.
• Maintain trust records and documentation across physical and electronic systems, ensuring accurate client information, regulatory compliance, and adherence to fiduciary standards.
• Coordinate all aspects of trust account onboarding and termination, including account setup, review of governing documents, asset transfers, account funding, distributions, and account closings.
• Support estate settlement activities, including date-of-death valuations, beneficiary distributions, and related trust and estate administration tasks.
• Support departmental operations and special initiatives, including the Trust Administrator Group, the Trust Administration Committee, annual account reviews, reporting, process improvements, and other projects.

Physical Requirements

• Normal business hours are Monday through Friday, 8:30am - 5:00pm, EST.
• Employees are required to work in-person, in our Radnor office, on Monday, Wednesday, and Thursday. Employees are potentially eligible to WFH up to two days per week.
• Mobility: Ability to walk various distances while setting up, overseeing and participating in meetings or events.
• Stamina: Capability to stand for extended periods during meetings or events.
• Desk Work: Ability to sit at a desk for long periods while performing tasks, largely via computer.
• Lifting: Must be able to bend or lift objects weighing up to 30 pounds.

General Skills / Abilities

Work Management and Product

• Model the firm's values of Quality, Integrity, Respect, Discipline, Community, and Optimism.
• Build trusting, long-term relationships with colleagues, internal clients, vendors, and business partners.
• Finesse to identify/define needs while managing stakeholder expectations.
• Strong analytical and problem-solving skills; creative and innovative solutions.
• Excellent organizational and time management skills and superior attention to detail.

Teamwork

• Collaborate effectively within your own team and across other teams to achieve goals.
• Cross-train to support team members; serve as a reliable back-up.

Communication

• Exceptional verbal skills and client relationship skills with an emphasis on five-star, value-added service.
• Excellent written communication skills, including precise editing.
• Strong, persuasive presentation and public speaking skills.

Technical

• Proficiency with Microsoft Office Suite or related software.
• Ability to quickly learn new technologies and software programs.

Qualifications

Education / Experience

• BA or BS in finance or related fields.
• Minimum 1 year experience in trust administration (preferred)
• Estate settlement experience (preferred)
• CTFA certification (preferred)

The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company's changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate in Haverford's sole discretion. All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act. The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law. This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.