- Knowledge of Delaware trust laws and statutes.
- Adherence to client selection process.
- Professionally communicate with clients, advisors, referral sources, and internal associates.
- Maintain close communication with clients, outside advisors, and internal associates by telephone, email, and correspondence.
- Manage personal trust accounts and relationships, including those of high-net worth individuals.
- Compliance and legal projects as required.
- Support other duties that may arise from time-to-time.
- Provide internal and external (client) communications, including participation in client meetings.
- Bachelor's degree or equivalent work experience is required; CTFA or matriculating toward, or equivalent designation preferred.
- Minimum of five (5) years' experience in trust or trust-related financial or other client focused services.Proficiency in MS Office and FIS Addvantage or similar trust accounting systems.
- Must possess an intellectual curiosity and passion to succeed.
- Must have analytical and problem-solving skills.
- Must be detail orientation and the ability to communicate effectively with internal and external clients.Must have experience with trust and accounting recordkeeping systems and trading systems.
- Must have technical expertise in accessing trade and confirm information from third party websites.
- Must have strong organizational and interpersonal skills.
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Trust Officer - Greenville, United States - WSFS Bank
Description
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 Trust Officer will be responsible for daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels.The incumbent will manage personal accounts and relationships; in conjunction with Team Leader, together ensuring completion of all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts.
Job Responsibilities:
Minimum Qualifications:
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
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.
