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Senior Personal Trust Administrator

Company: WSFS Bank
Location: Wilmington
Posted on: May 28, 2023

Job Description:

-Position type: Full-timeLocation: North Wilmington, DESchedule: Monday - FridayHybrid/Onsite -Description:At 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 Senior Personal Trust Administrator will provide daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume. The incumbent will manage personal trust accounts and relationships; perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody or IRA accounts: account and file establishment; account and file maintenance; system maintenance and transaction input; cash and securities processing; perform detailed, enhanced account reviews, remediation/mitigation of all issues discovered during account reviews; and compliance and legal projects as required. The Senior Personal Trust Administrator will maintain close communication with clients, outside advisors, and internal associates; accurately and professionally communicate with clients and advisors by telephone, email, and correspondence. The incumbent will accurately generate documents, correspondence, and emails necessary for proper trust administration. -Minimum Qualifications: -

  • Bachelor's degree or equivalent work experience is required; CTFA or equivalent designation preferred.
  • Minimum of 3 years of experience in personal trust administration; Delaware-directed trust experience preferred.
  • Proficiency in MS Office and SEI Trust 3000 or similar trust accounting systems.
  • Must be able to work both independently and in a team environment.
  • Outstanding verbal and written skills; strong interpersonal skills that allow for interaction and cooperation with all levels, both internally and externally.
  • Strong organizational skills and ability to multi-task and meet deadlines.
  • Conscientious work habits and close attention to detail.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 careers@ wsfsbank.com. Our Mission and Values serve as essential reminders about who we are and how we do business. 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.#LI-Hybrid -

Keywords: WSFS Bank, Wilmington , Senior Personal Trust Administrator, Other , Wilmington, Delaware

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