Personal Trust Officer

SEI; Oaks (PA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive healthcare benefits

401(k) match

Tuition reimbursement

Flexible paid time off

Job summary

SEI is expanding its team in Oaks, Pennsylvania, seeking a qualified Trust Officer to support systems and production requirements. The role involves managing personal trust accounts, preparing administrative reviews, and liaising with clients and advisors.

The ideal candidate will have a deep understanding of trust types and must possess exceptional communication and organizational skills. The position offers a hybrid working environment and a comprehensive benefits package including health care and paid time off.

Qualifications

• Minimum five years of experience in trust administration.
• High integrity and trust are essential.
• CTFA certification preferred.

Responsibilities

• Monitor administrative policies and procedures.
• Act as a liaison between clients and vendors.
• Prepare and present discretionary distribution requests.

Skills

Trust industry experience

Exceptional written and oral communication skills

Organizational skills

Interpersonal skills

Education

Bachelor's degree or equivalent

Job description

Job Overview

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 looking for a qualified Trust Officer who thrives in an independent and client‑service environment.

General Fiduciary Administration

• Prepares administrative reviews and assists in the preparation of the investment review when required
• Participates in fiduciary administrative committee
• Multitasks, is detail oriented, organized and works under pressure
• Knowledge of various trust types, income and principal accounting, trust income taxation, GST, trust investments, retirement plans and charitable trusts
• Administers a varied number of existing and new personal trust accounts
• Interprets the governing instrument and applicable state law to ensure trusts are administered per the governing instrument
• Cultivates and maintains ongoing relations with beneficiaries, investment advisors, attorneys, accountants and co‑fiduciaries; communicates the trust provisions to relevant parties
• Responds to trust client issues, anticipates client needs, prepares for and participates in client meetings
• Prepares and presents discretionary distribution requests and makes recommendations to fiduciary committee
• Works with tax accountants to prepare and file fiduciary tax returns

Job Responsibilities

• Monitor administrative policies and procedures
• Review and analyze reports, statements, policies and procedures
• Act as a liaison between vendors, clients and other market units
• Support client and team needs
• Perform effectively in a team environment
• When required, train and mentor other team members
• Become proficient in business application tools
• Support business initiatives, including business continuity and disaster recovery
• Function as an individual contributor and make independent decisions
• Obtain professional certifications where required
• Assist Independent Advisor Solution with sales leads or personal trust presentations
• Acquire system and technical knowledge required to resolve complex tasks
• Perform all jobs in the business unit
• Assume responsibilities or related projects
• Maintain current procedures and improve processes

Position Requirements

• Bachelor's degree or equivalent in education and work experience required
• Minimum of five years of experience in the trust industry
• CTFA preferred but not required
• Solid understanding of related legal, tax and accounting concepts required
• High degree of objectivity and professionalism in management of fiduciary obligations
• Exceptional written and oral communication skills essential
• Will routinely have access to confidential and sensitive information; high integrity and trust are a must
• Organizational, time‑management and analytical skills
• Interpersonal and communication skills
• Must be willing to work effectively and independently, as well as in a team, in an open‑floor environment

Benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well‑being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible paid time off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro‑rated for new hires which increases over time, paid parental leave, backup childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

Equal Opportunity Employer

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.