Wsfs Financial
This listing was posted on Broadbean.
Trust Administrator
Location:
Berwyn, PA
Description:
Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.The Trust Administrator will be responsible for daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume; providing high level service delivery to Pennsylvania trust and agency clients, advisors, intermediaries, and other qualified referral sources and distribution channels.Job Responsibilities: * Perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts * Professionally communicate with clients, advisors, referral sources, and internal associates. * Maintain close communication with clients, outside advisors, and internal associates by telephone, email, and correspondence. * Manage personal trust accounts and relationships, including those of high-net-worth individuals. * Completed Compliance and legal projects as required from time-to-time. * Support other duties that may arise from time-to-time. * Adhere to client selection process.Minimum Requirements: * Bachelor's degree in Accounting, Finance, or related business field required. * Must have a minimum of 3 years Corporate Trust experience. * Must possess excellent knowledge of Microsoft Excel, Access, and business modeling tools. * Must have strong technical, analytical, financial modeling and presentation skills. * Must be able to work in an organized, detailed manner under tight deadlines. * Working knowledge of API and SFTP is preferred. * Must have experience in collaborating to set up new processes, with strong analytic capability. * Must thrive in a dynamic, energetic, and driven environment. * Must have knowledge of Pennsylvania trust laws and statutes. * Must have excellent verbal and written communications skills and must be able to present complex financial information in simple terms. * Must have a proven ability to build and maintain strong relationships.WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at XXXX@wsfsbank.com.WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Company:
Wsfs Financial
Posted:
April 4 on Broadbean
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More About this Listing: Trust Administrator
Trust Administrator is a Clerical Administrator Job at Wsfs Financial located in Berwyn PA. Find other listings like Trust Administrator by searching Oodle for Clerical Administrator Jobs.
Trust Administrator is a Clerical Administrator Job at Wsfs Financial located in Berwyn PA. Find other listings like Trust Administrator by searching Oodle for Clerical Administrator Jobs.