Program Management Private Wealth Co-Op

This job posting is for our Drexel Co-Op Program and not for external applicants to apply.** Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com .This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). Position Description: The primary function of the Co-op is to support a team of Wealth Advisors in the daily execution of wealth advisory and fiduciary responsibilities and the respective daily client service requirements. This is a client-facing role. KEY DUTIES: 1. Support relationship managers in the administration of trust, investment and retirement accounts 2. Assist with account opening, asset transfer, account terminations, and special asset management 3. Process security transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information 4. Prepare net worth statements and estate planning document summaries in advance of client meetings. 5. Actively participate in internal meetings 6. Review daily reports (e.g., transaction, overdraft, bond maturity) for possible investment implications 7. Prepare and maintain client related documentation 8. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed Qualifications: Recommended Qualifications: Currently pursuing undergraduate degree 2. Excellent oral and written communication skills 3. Motivated, organized, self-starter who is attentive to detail 4. A team orientation with a willingness to learn 5. Full understanding of client privacy and confidentiality 6. Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications The working hours for Glenmede employees are from 8:30 a.m. to 5:00 p.m., Monday through Friday. For this position, we are currently operating in a hybrid work environment requiring a minimum of 3 days in the office per week. Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, hair texture and protective hairstyles, such as braids, locks, and twists, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. 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.