Overview
What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview We are currently looking to hire a Senior Trust Specialist within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high-net worth accounts, while working as a team supporting a trust officer.
Responsibilities
Reading trust documents
Participating in general trust administration functions supporting a trust officer
Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys
Working with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activities
Preparation of discretionary distribution memoranda
Collaborating with the Middle Office during account openings
Initiating operational functions to close accounts
Processing deposits and disbursements
Following up on issues identified during annual account reviews
Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests
What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work.
Requirements
Undergraduate degree
3 to 5 years of demonstrated experience in a trust administrative role
Must be able to express ideas clearly, both verbally and in writing and to articulate issues and solutions in a client relationship environment
Knowledge and experience in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
Thorough working knowledge of Microsoft Office and general computer skills
Project and time management skills
Technical skills – experience with Microsoft Office (Word, Excel, PowerPoint)
Interpersonal and problem-solving skills
#LPL-PA
Pay Range $20.76-$34.60/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
Information on Interviews LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25
#J-18808-Ljbffr
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview We are currently looking to hire a Senior Trust Specialist within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high-net worth accounts, while working as a team supporting a trust officer.
Responsibilities
Reading trust documents
Participating in general trust administration functions supporting a trust officer
Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys
Working with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activities
Preparation of discretionary distribution memoranda
Collaborating with the Middle Office during account openings
Initiating operational functions to close accounts
Processing deposits and disbursements
Following up on issues identified during annual account reviews
Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests
What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work.
Requirements
Undergraduate degree
3 to 5 years of demonstrated experience in a trust administrative role
Must be able to express ideas clearly, both verbally and in writing and to articulate issues and solutions in a client relationship environment
Knowledge and experience in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
Thorough working knowledge of Microsoft Office and general computer skills
Project and time management skills
Technical skills – experience with Microsoft Office (Word, Excel, PowerPoint)
Interpersonal and problem-solving skills
#LPL-PA
Pay Range $20.76-$34.60/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
Information on Interviews LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25
#J-18808-Ljbffr