Job 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, its 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
Minimum Requirements: 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
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

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