Trust Support & Innovation Specialist

Join our Trust Department as a Trust Support & Innovation Specialist and help modernize how we deliver exceptional service to clients. In this role, you’ll combine deep operational knowledge with technology, automation, data solutions, and AI-enabled tools to streamline workflows, improve accuracy, and strengthen controls in a highly regulated environment. If you’re a hands-on problem solver who enjoys partnering across teams and turning process improvement ideas into real-world results, we’d love to meet you.

Develop and maintain a comprehensive, end-to-end understanding of Trust Operations and Trust Administration processes, serving as a liaison and bridge between functional areas

Analyze exiting workflows, procedures, and controls to identify opportunities for operational improvement, automation, and standardization

Design, implement, and continuously refine Trust operational processes and workflows to improve efficiency, accuracy, scalability, and risk mitigation

Leverage trust accounting systems, Salesforce, Microsoft 365 tools, AI-enabled solutions, and other applications to modernize processes and reduce manual effort

Partner with internal stakeholders, custodians, and service providers to support account openings, closings, asset transfers, and ongoing account maintenance

Provide support for Trust Department Examinations and Internal Audits

Coordinate document imaging and records management processes for the Trust Department

Support Trust Administration billing processes and related controls

Responsible for daily transaction processing and the cashiering functions for the department, including the preparation and processing of all checks, deposits, ACH records, and transfers for the department

Responsible for processing trust system maintenance and maintaining appropriate documentation

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Bachelor’s degree preferred and/or minimum of 2 years of financial services experience required

Demonstrated experience with Microsoft 365 products (TEAMS, SharePoint, Lists), Salesforce, AI tools, trust accounting systems, Adobe, and other business applications

Proven ability to manage multiple priorities, work independently, and meet deadlines in a highly regulated environment

Innovative mindset with a continuous-improvement orientation

Strong analytical and problem-solving skills, with the ability to evaluate complex processes and recommend practical, technology-driven solutions

Effective communicator with the ability to collaborate across teams and influence process improvement without direct authority

Wage Range:

The salary for this position ranges from $25 - $30/hr                                                                                                                                       

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer.  Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.