Trust Senior Specialist

Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian specializing in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. We offer a comprehensive range of trust and fund administration, asset custody, and related services—and pride ourselves on being responsive, honest, and personable.

About the Role

The Senior Specialist performs all duties of a Senior Trust Analyst while assuming broader responsibilities that directly support their Manager. This role leads projects and process improvement initiatives, supports the onboarding and learning of new associates, and serves as a temporary backup in the Manager’s absence. The Senior Specialist demonstrates advanced communication and decision-making skills.

Responsibilities

• Act as a Subject Matter Expert representing the broader interests of the department or division by leading and participating in strategic initiatives, projects, and organizational change management.
• Partner with the Manager to design and execute onboarding plans for new associates.
• Provide backup coverage for the Manager on an interim and short-term basis.
• Deliver effective and timely verbal and written communications in a clear, concise, and informative manner.
• Master the I-Client Philosophy and positively influence the team’s use of the I-Will Statements.
• Provide additional support for Consultants to drive world-class client satisfaction.
• Perform all aspects of trust reporting to assist Consultants during peak resource demand.
• Support Total Quality Management procedures within your workgroup to ensure 100% accuracy in client deliverables.
• Protect, secure, and handle all confidential data to prevent unauthorized access, improper transmission, or unapproved disclosure.
• Embody the I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always® in daily actions.
• Assist with other tasks and projects as assigned.
• Supervise support staff and effectively plan and assign work.

Requirements

• Bachelor’s degree preferred.
• 10 or more years of ERISA experience in the pension industry.
• Expert-level proficiency in Microsoft Word, Excel, and Outlook.
• Advanced written and oral communication skills.
• Advanced understanding and knowledge of all pension plan types.
• Strong analytical and problem-solving skills.
• Demonstrated attention to detail and ability to prioritize, manage tasks, and meet deadlines related to business operations and ERISA compliance.
• Ability to leverage extensive ERISA knowledge to consult and resolve pressing client issues.