Assistant Trust Administrator

Provident Trust Company is a privately owned Federally Registered Investment Adviser and State Chartered Trust Company. Provident advises over $4 billion in assets, providing: integrated financial forecasting, portfolio management and trust services for primarily high-net-worth individuals and their families.

Provident is seeking an experienced financial services professional to support our trust administrative and operations teams.


Administer client accounts:

  • Engage directly with clients via telephone and email

  • Manage client communications and correspondence:

    • Draft letters

    • Circulate statements

    • Prepare presentation materials

    • Maintain CRM system

  • Execute distributions and charitable giving

  • Establish and maintain accounts in custodial and portfolio management systems

  • Maintain client files

Provide operational support:

  • Perform cash/asset reconciliations

  • Process security receipts and deliveries

  • Set-up and maintain securities

  • Invoice and collect management fees

  • Maintain web portal through which clients obtain statements/documents

  • Assist with tax reporting

A strong candidate will possess the following qualities

  • Customer service orientation

  • Understanding of key fiduciary and trust administration concepts

  • Strong sense of tact, decorum and discretion with the ability to exercise sound judgment

  • Adept verbal, written and interpersonal communication skills

  • Superior time management skills with the ability to balance competing priorities

  • Dependable, flexible and eager to learn

  • Ability to understand/learn basic fiduciary and trust administration concepts

  • Self-starter with ability to work independently with minimal supervision

  • Proficient knowledge of Microsoft Word and Excel and familiarity with custodial and portfolio management systems would be beneficial

  • Previous financial services experience is required, with investment advisory or trust company background strongly preferred

Benefits: 401(k), medical insurance, dental insurance, paid vacation/sick leave

Salary: Commensurate with Experience

Hours: 8:00 am – 5:00 p