Pennsylvania Trust

Career Opportunities

Pennsylvania Trust employs exceptionally skilled individuals who are committed to providing outstanding professional services, with integrity, in a highly personalized manner. We provide employees with an excellent benefits package and competitive pay.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com. Resumes will be reviewed in conjunction with available career opportunities. In the event your qualifications match with an open position, an interview will be arranged.

Pennsylvania Trust was recently named one of the Philadelphia Area’s Top Workplaces in 2019 by The Philadelphia Inquirer.

Current Opportunities

Senior Accountant

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Senior Accountant to join our team.

The Senior Accountant supports the Finance and Treasury functions of Pennsylvania Trust Company (“PTC”), a growing employee-owned business with Assets under Management and Administration of over $4 billion.

Essential Functions:

  1. General ledger accounting, management of the Company’s books and records, and financial reporting:
    • Assist in the preparation of month-end close journal entries and financial reports.
    • Fixed asset register maintenance, including depreciation calculations.
    • Preparation of monthly bank reconciliations.
    • Assist in the preparation of schedules and support to facilitate various audits, including external financial audit, external regulatory audit, and several internal audits.
    • Utilize trust accounting system to create management reports and analyze business metrics.
  2. Accounts receivable:
    • Compilation of client data and preparation of monthly receivable reports.
    • Preparation and mailing of quarterly invoices.
    • Collection and posting of cash receipts.
  3. Accounts payable:
    • Review, coding, and payment of weekly vendor invoices.
    • Resolution of issues with vendors.
    • Review of employee expense reports.
    • Printing of checks, obtaining check signatures, and mailing of payments.
  4. Payroll processing:
    • Assist in compilation and processing of payroll change requests and processing of semi-monthly payroll data.
    • Collaborate with Human Resources Department for time and attendance reporting.
    • Maintain third party benefit provider registers and initiate withholding remittances.
  5. Compliance:
    • Support the Assistant Treasurer with respect to administration of the Firm’s Policies and Program to Detect and Prevent Anti-Money Laundering.
  6. Perform other duties as assigned from time to time to meet the business needs of PTC.
  7. Regular, reliable, and predictable attendance during set office hours.
  8. Physical full-time presence in the office to ensure face-to-face collaboration and teamwork.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. Three or more years of experience with an accounting firm, financial consulting firm or accounting role within the financial services industry.
  2. Undergraduate degree in accounting or related field.
  3. Strong written, verbal and interpersonal communication skills.
  4. Detail oriented, with strong organizational and administrative skills.
  5. Proficient in Microsoft Office and various trust systems. Excellent financial management computer software skills.
  6. Microsoft Dynamics 365 Business Central experience preferred.
  7. Working knowledge of organization’s policies/procedures and service philosophy.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

Email your resume now.

Client Service Coordinator

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Client Service Coordinator to join our team.

The Client Service Coordinator is the main point of contact for our client visitors and callers. The Coordinator is responsible for ensuring that our clients and guests have a first-class experience on the phone, in our reception area and in our meeting spaces. The Coordinator will also serve as our food service contact, facilities liaison and office supplies coordinator, and provide overflow administrative support to PTC team members.

Essential Functions:

  1. Act as first point of contact to public both via phone and in-person. Greet clients in a courteous and friendly manner and make them comfortable as guests of PTC, maintaining confidentiality and discretion in all client and professional interactions.
  2. Receive and direct incoming calls, respond to questions, offer assistance, and solve problems professionally and proactively. Take and deliver messages or transfer calls to voice mail when appropriate personnel are unavailable. Answer questions about the organization and provide callers with address, directions, and other information.
  3. Serve as liaison to Director of Relationship Management on client service deliverables.
  4. Manage client experience for food service, including selection of vendors and menus, ordering, presentation, set up and break down.
  5. Negotiate the purchase of office supplies in accordance with company purchasing policies and budgetary restrictions. Present vendor contracts and pricing to management for approval. Maintain inventory.
  6. Coordinate conference room scheduling for internal meetings and resolve scheduling conflicts as needed. Proactively manage the company calendar.
  7. Maintain a client-ready reception area, as well as conference rooms and other common areas.
  8. Serve as a liaison to property management to address office maintenance and day-to-day facility operations. Request building and/or equipment services as needed.
  9. Oversee sorting and distribution of daily mail and packages. Coordinate the pick-up and delivery of express mail services.
  10. Enter client information, data and notes into CRM (customer relationship management) system.
  11. Provide project support with presentations, spreadsheets, correspondence, scanning and data entry as needed.
  12. Partner with HR to maintain office policies as necessary
  13. Perform other duties as assigned from time to time to meet the business needs of PTC.
  14. Regular, reliable, and predictable attendance during set office hours.
  15. Physical full-time presence in the office to ensure face-to-face collaboration and teamwork.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. Demonstrated ability to provide courteous client service and present professional image to clients.
  2. Ability and willingness to contribute to the advancement of the client experience, office, and business capabilities.
  3. Familiarity with basic office procedures and equipment including, but not limited to copiers, fax machine, printers, and postage machine.
  4. High level of PC proficiency working with MS Word, Excel and Outlook
  5. Develop and maintain knowledge required to carry out job functions. Be responsible for seeking out experiences, training and coaching deemed necessary to further job excellence and performance.
  6. Excellent communication skills.
  7. Proven ability to work under pressure.
  8. Accuracy and attention to detail is essential.
  9. Proven organizational, multi-tasking and problem-solving skills.
  10. Proactive with the ability to think beyond the scope of a project to recommend or anticipate next steps
  11. Working knowledge of organization’s policies/procedures and service philosophy.

Pennsylvania Trust strives to provide employees with an excellent benefits package and competitive pay.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

Email your resume now.

Pennsylvania Trust supports and is committed to Equal Employment Opportunity. It is our policy to provide equal employment opportunities to all employees and applicants on the basis of their merits and ability to perform, without regard to race, color, religion, gender, sexual orientation, genetic information, citizenship, veteran’s status, national origin, ancestry, age, disability, or any other protected characteristic.

Benefits Package

To attract and maintain the qualified professionals who are necessary to provide the level of service Pennsylvania Trust demands, we offer an excellent compensation package which is inclusive of the following benefits:

    • Medical, dental and vision insurance
    • Health Savings Accounts
    • Retirement Benefits
    • Short and Long-term disability
    • Life Insurance
    • Paid time off for vacation and illness