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Trust Administration Assistant

Job ID: R-007752 Date posted: 06/18/2020 Primary Location OH-Cleveland

The Private Trust Company (PTC), an affiliate of LPL Financial, is seeking to hire a Trust Administration Assistant.  PTC is a growing, entrepreneurial business located in Cleveland, Ohio, that assists families with financial wealth management.  We offer the sophistication of our experienced trust and investment officers combined with a high level of customer service to our clients to plan and implement transfers of wealth to future generations. 

The Trust Administration Assistant will participate primarily in general trust cashiering functions by receiving, coordinating and processing requests of Trust Officers while ensuring proper documentation is obtained and scanned in support of Trust Administration’s cashiering activities.

Other duties include:

  • Supporting the Trust Administration Team by processing deposits, disbursements and transfers of cash via the trust accounting system
  • Coordinating and executing trust officer requests
  • Processing income and principal transactions to client accounts
  • Interfacing with Trust Operations and/or Middle Office to ensure the completion of transaction processing
  • Tracking transfers of cash via the trust accounting system and the custodial platform
  • Scanning and filing of documents including materials supporting cash movement requests,  as needed
  • Gathering proper documentation and correspondence, as needed
  • Research

    Education & Experience

    While no prior experience is required, the ideal candidate will possess demonstrated expertise with the Microsoft Office Suite of products and general computer skills. The candidate should be a self-starter and communicate effectively.  Experience of 1+ years in the trust, brokerage, investment or accounting fields are a plus.

    The Candidate must be organized and efficient, possess acute listening skills, maintain extreme focus to detail and accuracy and execute directions precisely.  This individual will be interacting with other staff to perform the daily functions of this position.  The ability to build appropriate rapport and relate well to people is crucial.  The candidate must be able to express ideas clearly in both verbal and written forms of communication.  Additional responsibilities and career growth are anticipated for motivated individuals.

    We offer a competitive salary and benefits package.  Please login or create an account to apply to this position at

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an 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 (800) 877-7210.

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