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.

Current Opportunities

Tax Professional

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

This position will provide tax service support to clients and the tax department.

Essential Functions:

  1. Responsible for fiduciary income tax returns and Form 1099 reporting utilizing the One Source fast tax fiduciary return preparation programs.
  2. Prepare and file electronic federal and state quarterly estimates, tax documents and tax returns in compliance with federal and state statutes.
  3. Prepare and file electronic federal and state balance dues.
  4. Handles tax notices and inquiries related to fiduciary accounts and works with staff to handle internal processes (SEI).
  5. Reviews and corrects client accounts, assets and transactions to ensure correct tax reporting.
  6. Process and print worksheets for all accounts for staff review.
  7. Prepare loader files for gaps in SEI tax compliance.
  8. Review of SEI (accounting vendor) transactional reporting to ensure correct reporting for fiduciary and individual return preparation.
  9. Liaison with SEI to resolve issues.
  10. Track accounts for completion.
  11. Manage and track MLP K-1s.
  12. Set-up, training and advising staff of tax software products, OneSource, Wall Street Concepts, and Checkpoint.
  13. Perform other duties as requested.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. Knowledge of trust accounting software.
  2. Ability to multi-task and be detail oriented.
  3. Strong organizational skills.
  4. Working knowledge of Microsoft Office.
  5. Strong written, verbal and interpersonal communication skills.
  6. Demonstrated ability to provide courteous and professional service to clients.

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

Email your resume now.

Vice President, Client Development

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

This position will identify, source and develop new high net worth and institutional prospects and clients.

Essential Functions:

  1. Identify prospects and bring in new business from high net worth individuals, families, endowments and foundations.
  2. Cultivate key prospects on a regular basis through personal contact, correspondence, handwritten acknowledgements, personal visits, and invitations to special events.
  3. Explore new business opportunities from external and internal sources, including targeting new business from current clients.
  4. Arrange and lead business development and pre-planning meetings.
  5. Establish sales process, opportunity tracking and metrics to enable clear communication of progress and status of the pipeline.
  6. Assist the Director of Marketing and Client Development in implementing business development marketing strategies and initiatives.
  7. Coordinate with colleagues to identify prospects. Leverage contacts within the community through professional and social networks.
  8. Develop and implement targeted client events.
  9. Track prospect contact data in CRM system to build PTC database.
  10. Inform prospects of new product offerings and services, including sending updated product information.
  11. Attend various events and conferences that may be applicable to our industry to have a PTC presence.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. 10+ years in a business development role, preferably in a wealth management environment.
  2. Broad knowledge of investment strategy, trust, estates, tax and financial planning.
  3. Proven track record in sales and client development.
  4. Knowledge and experience with CRM system(s).
  5. Strong written, verbal and interpersonal communication skills.
  6. Demonstrated ability to provide courteous and professional service to clients.
  7. Ability to leverage social media.
  8. Excellent organization and prioritization skills.

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