Corporate Trust Administrator I - Wsfs Financial
Wilmington, DE
About the Job
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 salaries, 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.
The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance related items for a wide variety of Corporate Trust products. In addition, the incumbent will work with the Relationship Managers to review and analyze governing documents.
Job Responsibilities:
Minimum Qualifications:
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.
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.
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 salaries, 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.
The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance related items for a wide variety of Corporate Trust products. In addition, the incumbent will work with the Relationship Managers to review and analyze governing documents.
Job Responsibilities:
- Assist Relationship Manager with a book of accounts by performing duties required under the governing documents and providing an excellent customer experience.
- Work with the Relationship Manager to review governing documents to set up accounts in ACS, set up and collect ticklers, to determine cash activities and to set up fees.
- Associate will manage payments, daily cash activities, collection of receivables, and generate any required reports.
- Provide support to the Relationship Manager with any client inquiries to ensure a stellar customer experience.
- Associate will facilitate closing conditions are met such as signature page distribution, outgoing wires, onboarding the client, and trust account set up.
- Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements.
- Promote a positive team culture, participate in trainings from Senior Administrators and Relationship Managers, and assist in projects as needed.
Minimum Qualifications:
- Bachelor's degree or related work equivalent is required.
- 1 to 3 years demonstrated successful track record in Corporate Trust or Financial Services is preferred.
- Strong knowledge of MS Office Suite is required.
- Knowledge of Trust 3000 is a plus.
- Must have excellent verbal, interpersonal and written communication skills.
- Must have the ability to adhere to corporate, division and departmental policies and procedures, as well as following regulatory and compliance concerns.
- Must be able to collaborate with both internal partners as well as external clients.
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.
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.
Source : Wsfs Financial