Corporate Trust Administrator
- 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.
- Bachelor's degree or related work equivalent is required or 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.
$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. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes 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 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 [email protected]. 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.
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