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Shaun Bodyshot
Account Administration Specialist

Shaun Conway

As a member of the Operations team, Shaun handles all aspects of account administration.

Collaborating across many departments, he provides administrative support for many trusts and estates. He also provides support for the Client Transition Team for the onboarding of new, complex clients.

Shaun provides support for the account opening process by drafting preliminary trust acceptance forms and gathering the required paperwork for new account submissions. He also completes asset delivery forms for irrevocable trusts when an account has been terminated. Additionally, Shaun supports the Fiduciary Services Team to ensure proper administration by drafting receipt & release agreements, identifying new beneficiaries/trustees, coding changes, and preparing UTA and crummey notices.

Prior to his current role, Shaun was a member of the Fiduciary Services Team supporting Pitcairn trusts and estates assuring adherence to fiduciary law and standards. Before joining Pitcairn in 2018, Shaun served as a Trust Administrator at Reliance Trust in Wilmington, DE.

Shaun received his degree from Elon University with a major in Business Marketing and a minor in Graphic Design.

Shaun is a sports enthusiast who enjoys golf, collecting sports memorabilia, and sneakers.

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