Wealth Planning Co-Op

Wealth Planning Co-Op Glenmede Trust Co - 4.4 Philadelphia, PA Job Details 1 day ago Qualifications Microsoft Excel Microsoft Outlook Full Job Description •This job posting is for our Drexel Co-Op Program and not for external applicants to apply.•Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA) .

OVERVIEW

Glenmede Wealth Planning advises individuals and families on complex matters related to estate planning, income taxes, insurance, retirement, budgeting, and investments, primarily through the production and presentation of financial planning deliverables. This role centers on many key administrative responsibilities of Glenmede's Wealth Planning team. You will be responsible for ensuring the safe transfer of client data between systems, communicating with Glenmede colleagues regarding client matters, and ensuring clients have a seamless experience using Glenmede's digital portals. This role will help you sharpen written and verbal communication skills, develop an understanding of the wealth management industry, and learn how to use technological systems that could be foundational in your career.

RESPONSIBILITIES

Ensure the success of the highest priority initiatives for Private Wealth Act as the bridge between business sponsors and infrastructure partners Establish a partnership culture for every project Support issues, remediation, and program enhancements Syndicate deliverables, timelines, and ROIs for projects of all sizes Assist Private Wealth and Technology teams across multiple projects Identify new opportunities to increase efficiency Participate in companywide presentations.

QUALIFICATIONS

Proficiency with Microsoft Office apps, especially Outlook, Excel, and Word Prior Finance/Accounting/Statistics/Economics coursework preferred Prior experience with eMoney and/or Salesforce welcomed, but not required

Skills:

attention to detail, eagerness to learn, inquisitiveness, time management, organizational skills Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede's policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/. •We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-DNI