Senior Personal Trust Administrator
Company: WSFS Bank
Location: Wilmington
Posted on: May 28, 2023
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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: -
Keywords: WSFS Bank, Wilmington , Senior Personal Trust Administrator, Other , Wilmington, Delaware
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