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The Financial Planner’s primary responsibilities will be to work collaboratively within our Wealth Planning Group alongside internal subject matter experts and client-facing teams to deliver comprehensive wealth planning, business succession, and charitable planning strategies along with advice. This planning will incorporate sophisticated income tax, balance sheet, cash flow and estate tax concepts, with attention to every aspect of a client’s financial plan, including coordination with client’s investment portfolio. This is an excellent opportunity to practice sophisticated, multi-generational financial planning across a unique client base. A successful applicant will bring expertise in financial modeling that covers a wide variety of topics including business succession, exit planning, asset acquisition and philanthropic planning.

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Job Position:  Trust Administrator

Job Location: Newark, DE

Company: J.P. Morgan

Job Description:

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Job Title: Trust Officer

Location: Newark, DE

Company: J.P. Morgan 

Job Overview:

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Job Title: Trust Assistant

Location: Philadelphia, Pennsylvania

Company: The Philadelphia Trust Company

Job Overview:

The Philadelphia Trust Company is seeking a detail-oriented and motivated Trust Assistant to join our team in Philadelphia, Pennsylvania. This role supports our trust officers and clients by providing essential administrative and operational assistance in the management and administration of trusts and estates. The ideal candidate will possess excellent organizational skills, a keen eye for detail, and a strong commitment to providing superior client service.

Key Responsibilities:

• Administrative Support: Assist trust officers with daily administrative tasks, including preparing and processing correspondence, maintaining client files, and managing documentation.
• Client Interaction: Serve as a point of contact for clients, addressing inquiries, scheduling meetings, and ensuring prompt and courteous communication.
• Trust Administration: Support the administration of trusts by coordinating distributions, monitoring account activity, and ensuring compliance with legal and regulatory requirements.
• Record Keeping: Maintain accurate records of trust and estate activities, including transaction logs, client interactions, and compliance documentation.
• Reporting: Prepare regular and ad-hoc reports for trust officers and clients, summarizing account activity, performance, and other relevant information.
• Research: Conduct research as needed to support trust administration, including gathering information on assets, beneficiaries, and regulatory changes.
• Team Collaboration: Work closely with trust officers, investment managers, and other team members to ensure seamless service delivery and support the overall goals of the company.

Qualifications:

• Bachelor’s degree in finance, accounting, business administration, or a related field.
• Prior experience in a financial services or trust administration role is preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and trust management software.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Discretion and ability to handle sensitive information confidentially.
• Commitment to providing exceptional client service and fostering long-term client relationships.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan.
• Generous paid time off and holidays.
• Professional development opportunities and support for continuing education.
• Collaborative and inclusive work environment.

How to Apply:

Interested candidates should submit a resume and cover letter detailing their qualifications and interest in the position to Gregory Ferris (gferris@philadelphiatrust.com) with the subject line "Trust Assistant Application - [Your Name]."