2025 Summer Internship - Wealth Management - Wsfs Financial

Job Description

At WSFS Bank we empower our Associates to grow their careers, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salary, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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.

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

WSFS Bank is currently seeking college students who are interested in Summer Internship opportunities within Wealth Management which includes Bryn Mawr Trust, Bryn Mawr Capital Management and Private Banking.

What Our Internships Offer:

• A fun and engaging orientation day specifically designed for Summer Interns
• A comprehensive internship curriculum, including a specified learning path, networking roadmap, and framework for a division-level team project & presentation to senior leaders
• A dedicated network of support, including a formal mentor and peer-to-peer interaction
• Access to networking, volunteer and community service opportunities, and as well as exposure to WSFS Bank executives
• Social events to engage with peers and division leaders
• Participation in business line workshops, DE&I resource groups
• Potential opportunity to join WSFS as a full-time Associate upon successful completion of your summer internship (rising Seniors only)

Interns will support one or more functions within the Wealth division, including:

Wealth Advisory

• Assist Wealth Advisors, Investment Advisors, Client Service Associates and Portfolio Analysts in preparing for client meetings.
• Work with relationship team and financial planners to prepare for client meetings and assist in the plan preparation by entering financial data into the financial planning portal.
• Support the internal committees and assist in the preparation of accurate committee minutes that track exceptions.
• Complete special projects designed to build wealth management capabilities, client experiences and office operations.
• Prepare communications including mailings, faxing, emailing, filing, making copies, scanning documents, generating reports and other administrative related items as requested.
• Perform research and analyze data for clients.

Private Banking

• Assist Portfolio Administrators in day-to-day support of Private Banking clients, including account set up, money movement, and account modifications.
• Create ad hoc reports to senior management, as well as projects in support of Private Banking, including market research and putting together marketing materials.
• Learn Private Bank offering including but not limited to deposit and loan products and other services.

Legal and Compliance

• Work with fiduciary counsel team on research projects relating to personal trust administration and our fiduciary responsibilities.
• Research the impact of federal and state regulations on the various Wealth divisions and prepare summaries for presentations to applicable parties.
• Stay up to date on recent case law and its impact on the Wealth divisions and provide summaries of relevant cases to fiduciary legal team.
• Assist both departments in updating and refining procedures and best practice forms.

Strategy and Development

• Support special projects.
• Collect and organize data on current sponsorships and affiliated associations.
• Create engagement strategies and work with association leaders to develop opportunities to promote our products and services.
• Coordinate many aspects of events and requirements of any sponsorships including videos, logos, attendance, prizes, giveaways, registration, collateral, and exhibitor booth. Develop calendar of event.
• Create timeline of advertisement deadlines for all business units.
• Financial accounting, reporting and analysis including performance of reconciliations, general ledger entry, interpretation and review of financial metrics, and composition of presentations for senior management.

Bryn Mawr Trust

• Provide general support to all aspects of trus