Corporate Trust Adminstrator I
- Assist Relationship Manager with a book of accounts by performing all duties required under the governing documents and providing an excellent customer experience.
- The associate will be responsible for reviewing and analyzing governing documents to set up accounts in ACS, set up and collect ticklers, to determine cash activities and to set up fees, consulting with the Relationship Manager as needed.
- Associate will manage payments, daily cash activities, collection of receivables, and generating any required reports.
- Foster client relationships assigned to them by the Relationship Manager, serving as primary point of contact; resolve and respond to client requests in a timely fashion. Assist Relationship Managers in ensuring 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, provide support to all Relationship Managers, and participate in projects as needed.
- Bachelor's degree or related work equivalent is required.
- 1 to 3 years demonstrated successful track record in a diverse Corporate Trust environment is preferred.
- Strong knowledge of MS Office Suite is required. Knowledge of Trust 3000 is a plus.
- Excellent verbal, interpersonal and written communication skills are required.
$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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