2027 Summer Internship - Bryn Mawr Trust and Wealth Management Operations

WSFS Bank; Oklahoma; On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Mentorship program

Exposure to senior leadership

Networking opportunities

Volunteer initiatives

Potential program extension

Job summary

WSFS Bank offers a 2027 Wealth Management Summer Internship Program designed for driven college students interested in financial services. The role provides paid, hands-on experience, mentorship, exposure to senior leadership, and opportunities across Wealth Management functions.

Interns work on real projects, receive development resources, and may be considered for continued employment after program completion. In-person orientation and on-site work are part of the program.

Qualifications

• Must be at least 18 years old and enrolled in a college program.
• Business-related major preferred; strong communication and analysis expected.
• Must be able to commit to a full-time, 40-hour week during summer 2027.

Responsibilities

• Support administration and operations within the Wealth Management division.
• Assist with Orion reporting, due diligence, and compliance reporting tasks.
• Contribute to projects and present findings to Senior Leaders.

Skills

Microsoft Office

Communication skills

Analytical skills

Organizational skills

Education

College student (business preferred)

Completed ≥1 year of college by May 2027

Tools

MS Office

Job description

Job Description

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.

We are seeking driven and high-performing college students with an interest in financial services to join the WSFS Bank 2027 Wealth Management Summer Internship Program.

This paid internship offers meaningful, hands‑on experience, professional mentorship, exposure to senior leadership, collaborative project work, volunteer opportunities, and valuable networking experiences.

Internship opportunities are available across a variety of Wealth Management departments, including: Custody Services – T&W Management – The intern will be supporting the administration and operations area of the Trust Wealth division. Projects include but not limited to Orion reporting, delegated investment advisor due diligence, annual stock retention and compliance reporting. Support operational projects and tasks.

What Our Internships Offer

• Work alongside professionals across multiple business lines and gain exposure to real-world projects, operations, and strategic decision‑making.
• Follow a comprehensive learning program that includes personal and professional development activities and resources.
• Opportunity to support and present on projects, research, or operational activities within an assigned business area to Senior Leaders.
• Build meaningful connections through dedicated mentorship and collaboration with peers and experienced professionals.
• Engage with leaders across the organization through networking events, panel discussions, and career-focused conversations.
• Participate in volunteer initiatives, employee resource groups, and social exclusive events designed to foster connection and professional growth.
• High‑performing interns may be considered for continued employment opportunities with Bryn Mawr Trust/WSFS Bank upon successful completion of the program.

Minimum Qualifications

• Must be at least 18 years of age.
• A business-related or related college major is preferred.
• Must have a high school diploma or equivalent.
• Must have completed a minimum of one (1) full year of college by May 2027
• Must have reliable transportation.
• Must be available for in‑person and virtual interviews.
• Must be available for in person orientation with Human Resources.
• Ability to work up to 5 days on‑site at a physical office location within the WSFS Bank footprint.
• Must be able to participate in this full‑time position (40 hours per week) within a continuous program, starting first week of June and ending early to mid‑August.
• Fundamental computer proficiency, including Microsoft Office, is required.
• Excellent oral and written communication is required.
• Must have critical thinking and analytical skills.
• Must have organizational skills and proven ability to work independently and collaboratively.
• WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range: $18.00 - $21.00 Per Hour Individual base pay may vary on additional factors such as the candidate’s experience, job‑related skills, relevant education, geographic location, and other specific business and organizational needs.

Benefits

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs
• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays

For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

Equal Opportunity

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 forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

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 [e-mail].

About WSFS

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally‑headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.