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. 

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. 

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 role within the Private Wealth Fiduciary and Account Administration Center of Excellence. 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. This role offers growth potential, with opportunities to develop domain expertise in fiduciary administration and advance within a collaborative and high-performing organization.

RESPONSIBILITIES:

Documentation & Account Administration

• 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.

Oversight and Reporting

• 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.

Process Improvement & Special Projects

• 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.

REQUIRED QUALIFICATIONS:

• 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.

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.
• 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.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

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 workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/. 

** 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. 

#LI-Hybrid