Corporate Trust Administrator — Client & Compliance Lead

WSFS Bank; Bellevue (WA); On-site; USD 45,250 - 74,338; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Paid parental leave

Job summary

WSFS Bank is seeking a Corporate Trust Administrator to manage day-to-day transactions, set up and review accounts, and support Relationship Managers with document reviews and regulatory compliance. You will handle billing, invoicing, and reporting while maintaining strong attention to detail.

You will collaborate across teams to ensure accuracy, timely delivery, and excellent client service, with opportunities to grow knowledge of Trust 3000 and internal policies.

Qualifications

• Bachelor’s degree or related work experience is required.
• Strong knowledge of MS Office Suite.
• Knowledge of Trust 3000 is a plus.
• Excellent verbal, interpersonal and written communication skills.
• Strong attention to detail and the ability to multitask.
• Effective prioritization of workload and ability to meet deadlines.
• Ability to work independently.
• Willingness to learn.

Responsibilities

• Assist Relationship Manager with a book of accounts by performing duties related to billing, collection, and invoicing.
• Set up fees and transaction fees in coordination with the Relationship Manager.
• Prepare and submit reporting, including daily audit reports, cash reports, business development reports, and compliance reports.
• Support the Relationship Manager with client inquiries to ensure a stellar customer experience.
• Facilitate the completion of closing conditions such as engagement letters and KYC requirements.
• Maintain in‑depth knowledge of policies and procedures, and adhere to internal risk and regulatory requirements.
• Promote a positive team culture and participate in training from Senior Administrators and Relationship Managers.
• Assist in projects and other duties as needed.

Skills

MS Office

Verbal communication

Written communication

Attention to detail

Multitasking

Meet deadlines

Independent work

Willingness to learn

Education

Bachelor’s degree or related work experience

Tools

Trust 3000

Job description

WSFS Bank is seeking a Corporate Trust Administrator to manage day-to-day transactions, set up and review accounts, and support Relationship Managers with document reviews and regulatory compliance. You will handle billing, invoicing, and reporting while maintaining strong attention to detail.

You will collaborate across teams to ensure accuracy, timely delivery, and excellent client service, with opportunities to grow knowledge of Trust 3000 and internal policies.