Account Administration Specialist

Glenmede Trust Co•Philadelphia, PA

10h•Hybrid

About The Position

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable, contributing to thoughtful innovation in a team-oriented environment. Our culture fosters continuous career growth and development, offering the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. The Private Wealth division focuses on empowering the confident pursuit of purpose, passions and legacy through integrated wealth management, providing personalized solutions to unique client circumstances. The Account Administration Specialist role is within the Private Wealth Fiduciary and Account Administration Center of Excellence. This position serves as a centralized resource to assist client-facing teams by ensuring appropriate client documentation is on file for existing client relationships and helping teams update records. Other duties include reviewing client account information for accuracy, facilitating information requests, and serving as an internal liaison. This role is a centralized subject matter expert on Glenmede client documentation, procedures, and processes, offering growth potential in fiduciary administration within a collaborative and high-performing organization.

Requirements

Bachelor’s degree required.
Minimum 3 years’ experience in trust services and administration, administrative support, or related field required.
Fundamental knowledge of trust and fiduciary concepts, estate planning and taxation.

Nice To Haves

Team player who can organize work, prioritize appropriately, manage multiple workstreams and appreciates working in a dynamic environment.
Curiosity and a willingness to learn, and persistence when faced with challenges.
Proactive, critical thinker who can work independently.
Strong research and communication skills.
Excellent communicator, able to explain complex topics effectively, both orally and in writing, with clients, intermediaries, and colleagues across the organization.
Experience with data management, documentation, and reporting in a financial services or similarly regulated environment.
Strong aptitude for tracking workflows, validating completeness and accuracy, and maintaining evidence to support audit and oversight requirements.
Demonstrates discretion and ability to handle confidential information. Experience working with high-net-worth clients and/or supporting a luxury brand experience, a plus.
Demonstrates agility and proficiency with technology. Working knowledge of Microsoft Office with strong proficiency in Excel. Experience with DocuSign and Salesforce preferred.
Strong attention to detail, problem solving and process improvement.

Responsibilities

Serve as a subject matter expert for client documentation with a strong sense of ownership, responsibility, and timeliness while exercising independent judgment and decision-making.
In partnership with client-facing teams, own a pipeline of clients during a documentation review and repapering process, while also managing multiple streams of work concurrently with competing deadlines.
Communicate directly with clients and interested parties through the repapering process and drive results through leadership, people, communication, and influence.
Prepare required paperwork and distribute via DocuSign.
Review documentation to ensure accuracy and completion.
Confirm proper set-up and coding for account details.
Partner with clients and client facing colleagues to support collection of data required for sound administration.
Validate data related to administration to ensure adherence to Glenmede’s policies and procedures.
Ensure organization of required documentation to support administration.
Maintain procedures to support compliance.
Develop and maintain efficient reporting processes and controls.
Recommend and implement enhancements to improve data quality and accuracy.
Support the development and rollout of centralized administration services in Private Wealth.
Support the development of enhanced workflows to automate the process.
Support the development of management reporting.
Track and support meeting project timelines, milestones and deliverables for fiduciary special projects.
Identify opportunities to streamline administrative workflows.
Support implementation of best practices in fiduciary practices group.
Active engagement in department-specific and firm-wide initiatives.
Perform other duties as required by position.