Trust Officer III - Wilmington, United States - WSFS Bank

Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive.

Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more.

We are the premiere, locally headquartered bank and wealth management company in the region and 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 III is responsible for daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume.

The incumbent will provide high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels.

Job Responsibilities:
Perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts.
Provide internal and external (client) communications, including participation in client meetings.
Interface with Trust Operations Service Partners and other internal parties.
Manage personal accounts and relationships.
Adhere 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.
Participate in compliance and legal projects as required.
Support other duties that may arise from time-to-time.
Provide leadership, management, and evaluation of a Team of Trust Officers.
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 Advantage or similar trust accounting systems.

Must possess an intellectual curiosity and passion to succeed, analytical and problem-solving skills, detail orientation and the ability to communicate effectively with internal and external clients.

Must have seasoned experience with trust & accounting recordkeeping systems; trading systems; technical expertise in accessing trade and confirm information from third party websites; strong organizational and interpersonal skills.

Must have knowledge, understanding and application of fiduciary principles.
Must have knowledge of securities processing and clearing.
Must have knowledge of trust & accounting systems and technology to support recordkeeping and payment history.
Must have knowledge of Delaware trust laws and statutes.
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.

Notice to Third-Party Recruiters

Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.

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