What are the responsibilities and job description for the Estate Settlement Specialist position at The Haverford Trust Company?
About Us
The Haverford Trust Company was founded in 1979 with a commitment to quality and excellence. Today, we have grown to become a leading provider of financial services, with over $15 billion in assets under management or consultation. Our team of 148 dedicated professionals embodies our core values of quality, integrity, respect, discipline, optimism, and community.
Job Description
This position requires a highly skilled Trust Administrator to manage trust relationships and portfolios, communicate with clients and professionals, and assist with daily administrative tasks. Key responsibilities include proactively anticipating and assessing client needs, communicating through various channels, and supporting the VP, Trust & Estate Administration and Trust Officer.
The Haverford Trust Company was founded in 1979 with a commitment to quality and excellence. Today, we have grown to become a leading provider of financial services, with over $15 billion in assets under management or consultation. Our team of 148 dedicated professionals embodies our core values of quality, integrity, respect, discipline, optimism, and community.
Job Description
This position requires a highly skilled Trust Administrator to manage trust relationships and portfolios, communicate with clients and professionals, and assist with daily administrative tasks. Key responsibilities include proactively anticipating and assessing client needs, communicating through various channels, and supporting the VP, Trust & Estate Administration and Trust Officer.
