Seic
Personal Trust Officer
USA - PA - Oaks
Sponsorship not specifiedDetected 29 days ago
AccountingCommunicationTime ManagementPublic Speaking
About the role
- SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
- We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.
- AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives.
Responsibilities
- Support of client and team needs
- Perform effectively in a team environment
- Support business initiatives, including business continuity and disaster recovery
- Assist Independent Advisor Solution with sales leads or personal trust presentations
- Be able to perform all jobs in the business unit
- Maintain current procedures and improve on process
- SEI Private Trust Company, a wholly owned subsidiary of SEI Investments and provider of outsourcing solutions to financial institutions, is expanding its team to support the systems and production requirements for clients.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
- Come build your brave future at SEI.
- Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Requirements
- Minimum of five years of experience in the trust industry
- Solid understanding of related legal, tax and accounting concepts required
- High degree of objectivity and professionalism in management of fiduciary obligations
- A high degree of integrity and trust is a must
- Must be willing to work effectively and independently, as well as in a team, in an open-floor environment
- Prepares administrative reviews and assists in the preparation of the investment review when required
- Ability to multitask, detailed oriented, organized and work under pressure
Nice to have
- CTFA preferred but not required
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- Knowledge of various trust types, income and principal accounting, trust income taxation, GST, trust investments, retirement plans and charitable trusts
Company info
- We are actively looking for a qualified individual to join our Fiduciary Trust Administration Team to fill an open position.
- We are actively seeking a driven and professional Trust Officer who thrives in an independent and client service environment.
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.