Account Administration Specialist - Glenmede : Job Details

Empowering Financial Futures. 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. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. Follow formatting of bold and italics To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to helping clients understand how the dimensions of wealth interconnect, see the possibilities in every move and work with a multifaceted strategic plan to reach a defined goal. This is how we go beyond the numbers to create meaningful impact, delivered in a personal, collaborative manner by our team of specialists. This position will operate in a hybrid work environment, 1 day per week in the office (Philadelphia, PA). OVERVIEW: The Account Administration Specialist is a newly created role within the Private Wealth Fiduciary and Account Administration Center of Excellence. This centralized team, focused on providing internal relationship support, collaborates with Private Wealth client-facing teams to align firm resources, capabilities, and expertise, to create efficient business processes that enhance accuracy of data and documentation, and drive superior outcomes for clients. The team also partners with key areas of the organization such as Legal and Compliance, Finance, Information Technology, Project Management and Operations for routine matters and for company initiatives or other projects. This role will work closely with the Fiduciary, Tax and Operations to provide centralized wealth administration and liaison support to client-facing teams. Duties include serving as a centralized resource to assist client-facing teams by ensuring appropriate client documentation is on file for existing client relationships and assisting teams to repaper and update records, as needed. Other duties may include reviewing client account information for accuracy, reviewing requests from client-facing teams for completeness and accuracy, facilitating information requests from clients and their outside advisors, and serving as an internal liaison to answer questions from client-facing teams and clients. The Account Administration Specialist role is a centralized subject matter expert on Glenmede client documentation, documentation and account opening related procedures, and centralized processes. Overall, this role applies administrative expertise and client service skills to fulfill various key functions that reduce risk, support a superior client experience, and increase the efficiency and effectiveness of Private Wealth and Glenmede at large. This position will allow for an opportunity to grow within a new and highly visible team while gaining additional responsibilities. RESPONSIBILITIES:

• Documentation Management. 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. Review documentation to ensure accuracy and completion.
• Client Service. 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. Confirm proper set-up and coding for account details.
• Development and Support. 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.
• Firm Building. Active engagement in department-specific and firm-wide initiatives. Perform other duties as required by position.

REQUIRED QUALIFICATIONS:

• Bachelor's degree required.
• 5+ years of relevant work experience, preferably in trust services and administration or related field required.
• Fundamental knowledge of trust and fiduciary concepts, estate planning and taxation.

PREFERRED QUALIFICATIONS:

• 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.
• 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.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit Our Benefits Overview:

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LIHybrid