Corporate Trust Administrator

WSFS Bank; Delaware; On-site; USD 45,000 - 74,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Life insurance

FSAs/HSAs

Wellness programs

Parental leave

Paid time off

Job summary

WSFS Bank is hiring a Corporate Trust Administrator to manage day-to-day trust transactions, payments, and document reviews. You will work with Relationship Managers to analyze governing documents, set up accounts, and monitor cash activities.

The role emphasizes accuracy, compliance, and customer service. Responsibilities include assisting with account setup in ACS, ticking and fee setups, and producing required reports while ensuring timely responses to client inquiries.

Qualifications

• Bachelor's degree or related work equivalent is required.
• Must have a willingness to learn.
• Must have strong knowledge of MS Office Suite is required. Knowledge of Trust 3000 is a plus.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail skills and the ability to multitask.
• Must have the ability to effectively prioritize workload and meet deadlines is required.

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.

Skills

Communication

Attention to detail

Multitasking

Prioritization

Willingness to learn

Education

Bachelor's degree or related work equivalent

Tools

MS Office Suite

Trust 3000

Job description

Job 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 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. The associate work with the Relationship Managers to review and analyze governing documents. The associate will adhere to corporate, division and departmental policies and procedures, as well as following regulatory and compliance concerns. The associate will demonstrate collaboration with both internal partners as well as external clients.

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 Requirements

• Bachelor's degree or related work equivalent is required.
• Must have a willingness to learn.
• Must have strong knowledge of MS Office Suite is required. Knowledge of Trust 3000 is a plus.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail skills and the ability to multitask.
• Must have the ability to effectively prioritize workload and meet deadlines is required.

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

$45,250.00 - $74,338.75

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)
• and wellness programs
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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 [emailprotected] .

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.