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.
Responsibilities
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