Harris Williams ยท 9 hours ago
Institutional Trust Administrator I
Home Location-PA (PAH01)
Full-time
Remote
Entry Level
3+ years exp
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Responsibilities
In a team setting, provides consistent and efficient support for new and ongoing Institutional Asset Management clients. Manages workload to meet service levels.
Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes.
Acts as a point of contact for Trust Officers, client teams or service partners and may act as an escalation point for client implementation and servicing issues.
Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
May perform general administrative support.
Qualification
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Required
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
Typically requires 3+ years experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Preferred
Asset Management
Client Relationship Building
Consumer Lending
Credit Risk Analysis
Financial Operations
General Ledger (GL)
Process Improvements
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
Harris Williams
Harris Williams is a global investment bank specializing in M&A and private capital advisory services.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Hiter Harris
Managing Director and Co-Founder
Paul Poggi
Chief Operating Officer
Recent News
AltAssets Private Equity News | Connecting LPs and GPs worldwide
2024-01-10
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