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Personal Trust Officer

Novus

Mid levelHybridOaks, PA, USA

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About Novus

SEI provides outsourcing solutions to financial institutions.

What you'd do

Prepare administrative reviews and investment reviews
Participate in fiduciary administrative committee
Cultivate relations with beneficiaries and advisors
Handle trust client issues and meetings

What they're looking for

Bachelor’s degree or equivalent experience
Minimum of five years in trust industry
Solid understanding of legal, tax, and accounting concepts
Exceptional communication skills

Perks

Healthcare coverage
401(k) match
Tuition reimbursement for education assistance