Full-Time

Trust Administrator

Private Banking

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and wealth management services

Venture Capital
Financial Services

Entry

Wilmington, DE, USA

Category
Private Equity
Finance & Banking
Requirements
  • Some college or 3+ years of relevant work experience preferred
  • Ability to work independently and collaboratively in a team environment
  • Outstanding written and oral communication skills are a must
  • Strong interpersonal skills
  • Willingness to learn new systems and procedures and the flexibility to change when necessary
  • Experience with Sunguard or other trust accounting systems preferred
  • Experience with Pivotal CRM is a plus
  • Excellent organizational skills with a strong attention to detail
  • Proficiency in Microsoft Office products, particularly Word and Excel
  • Experience with tax and or other SharePoint sites
Responsibilities
  • Supporting Trust Officers in the daily administration of accounts.
  • Processing and monitoring transactions
  • Maintaining accurate and complete account records including supporting documentation for accounts, discretionary distributions, and payments
  • Maintaining client contacts
  • Assisting in gathering documentation for audits and compliance reviews.
  • Building and maintaining positive relationships with clients and internal partners
  • Working closely with the internal tax team and outside providers by collecting and providing documents for tax preparation
  • Providing general administrative support for the team including answering the phone and processing mail
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products work by providing tailored financial solutions to both individual and institutional clients, helping them manage their assets, plan for the future, and navigate complex financial markets. What sets Brown Brothers Harriman apart from competitors is their focus on building long-term relationships with clients, emphasizing personalized service and specialized expertise in various financial sectors. The company's goal is to ensure the success of their clients by promoting sustainable financial performance and providing innovative solutions that meet their unique needs.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • BBH's recent executive hires and leadership bolstering indicate a strong commitment to growth and strategic direction.
  • The launch of an automated liquidity management tool showcases BBH's dedication to leveraging technology for enhanced client services.
  • BBH's significant investments in various companies and sectors highlight its robust financial health and diversified investment strategy.

What critics are saying

  • BBH's selective client approach may limit its market reach and scalability compared to more inclusive competitors.
  • The firm's reliance on a private partnership model could pose challenges in raising capital quickly compared to publicly traded firms.

What makes Brown Brothers Harriman unique

  • Brown Brothers Harriman (BBH) maintains a unique position as a private partnership, allowing for a long-term, client-focused approach unlike publicly traded competitors.
  • BBH's selective client approach and specialized industry expertise enable tailored solutions that are difficult for larger, more generalized firms to replicate.
  • The firm's global reach combined with a hands-on, transparent relationship management style promotes innovation and agility, setting it apart from more bureaucratic institutions.

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