Personal Trust Administrator II
Wsfs Financial

Job Info

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Position type: Full-time

Location: Wilmington, DE

Schedule: Monday – Friday

Grade: 47
Hybrid/Onsite

Description:

The Personal Trust Administrator II will provide day-to-day administration of personal trust accounts of moderate complexity, profile and/or volume.

Responsibilities:

• Manage personal trust accounts and relationships; perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody or IRA accounts: account and file establishment; account and file maintenance; system maintenance and transaction input; cash and securities processing; perform detailed, enhanced account reviews; remediation/mitigation of all issues discovered during account reviews; compliance and legal projects as required.
• Maintain close communication with clients, outside advisors, and internal associates; accurately and professionally communicate with clients, advisors, etc. by telephone, mail and correspondence.
• Accurately generate documents, correspondence, emails, etc. necessary for proper trust administration.
• Perform other tasks as assigned.

Minimum Qualification:

• Bachelor’s degree or equivalent required; substantial work experience may substitute for formal degree;
• Must have 2 plus years' experience in personal trust administration Must be able to work independently and in a team environment
• Outstanding verbal and written skills.
• Strong interpersonal skills that allow for interaction and cooperation with all levels, internally and externally.
• Conscientious work habits and close attention to detail.
• Strong organizational skills and ability to multi-task and meet deadlines.
• Proficiency in MS Office and SEI Trust 3000 (or current trust accounting system)
• CTFA a plus

Inclusiveness:

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 careers@ wsfsbank.com.

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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