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Shaun R. Conway

Account Administration Specialist

As a member of the Middle Office Services Team (MOST), Shaun handles all aspects of account operations. Collaborating across many departments, he provides administrative support for trusts and estates. He also provides support for the Client Transition Team for the onboarding of new, complex clients and interfaces with custodians to fulfill required account maintenance for existing clients.

Shaun provides support for the account opening process by drafting preliminary trust acceptance forms and gathering the required paperwork for submission. He also submits asset delivery forms for irrevocable trusts when an account is 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 collecting sports memorabilia, rookie cards, and sneakers. He loves going to memorabilia and card shows with the hopes of adding to his collections. Shaun also enjoys golfing and participates in charity events.