Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
The Hershey Trust Company (“HTC”) helps to advance the legacy and vision of Milton and Catherine Hershey in perpetuity through excellence in asset management and trust administration. HTC’s mission is to enable the Milton Hershey School Trust, The M.S. Hershey Foundation and the Hershey Cemetery Perpetual Care Trust to achieve their long-term goals, by serving with excellence as their Trustee and asset manager. As a trusted and valued partner, we work collaboratively among the group of Hershey entities who collectively preserve and advance the Hershey legacy.
General Position Summary
Reporting to the Vice President, Investment Operations & Portfolio Analytics, the Investment Operations Assistant position will provide administrative support to the Investment Operations team. This position plays a critical role in the day-to-day responsibilities of investment operations to include monitoring accounts and investment allocations, managing and maintaining systems and assisting with maintaining data for compliance purposes. This position will be responsible for creating reports and coordinating all investment related communication as well as coordinating activities related to investment manager relations. The individual may be asked to handle confidential and critical information. The ideal candidate will demonstrate qualities of being a self-starter and someone that enjoys a wide range of activities and assignments.
Minimum Qualifications
· High School Diploma required; Associate’s degree preferred
· 3 years of administrative experience preferably in financial or investment operations
· Detailed with a focus on accuracy and timeliness
· Proficiency in Microsoft Office suite
This is a hybrid position with the expectation of being in the office in Hershey, PA two or more days per week (Tuesday, Wednesday, Thursday).
To view the full job description, please visit our careers page at www.hersheytrust.com. For consideration, please submit your resume here or to careers@hersheytrust.com.
Hershey Trust Company is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
Schedule:
Work Location: Hybrid remote in Hershey, PA 17033
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