Job 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 Assistant will work on assigned tasks under the supervision of the Group Manager and/or Team Leaders to provide clerical and administrative support in the Personal Trust Administration area
The incumbent will assist Administration in performing all tasks necessary for proper administration of trust, investment management, custody of IRA accounts as well as account and file establishment, account and file maintenance, system maintenance and transaction input, cash and securities processing, account reviews, and complete compliance and legal projects as required
The incumbent will maintain trust files and accurately and professionally communicate with clients, advisors, etc
by telephone, email and correspondence as well as generate and distribute various reports as required or assigned
Job Responsibilities: Responsible for supporting the Trust Relationship Officer and client interfacing personnel in providing high level service delivery to trust, agency, investment management clients, advisors, intermediaries/centers of influence, other qualified referral sources and distribution channels
Position entails internal, and to the extent necessary, external (client) communications; Knowledge and understanding of fiduciary principles; Knowledge of securities processing and clearing; Knowledge of trust/accounting systems, technology to support recordkeeping, and payment history; Interface with Trust OPS Service Partners across the BMTCDE – BMTC franchise
Support Trust Relationship Officers and other client focused staff members
Support is essential to ensure the relationship officers are successful in the eyes of the clients
Support trust officers and client relationships with multiple parties involved and time sensitive deadlines
Lend support to client focused staff members in preparing for client meetings, visits, sales calls and presentations
Interact with high net worth private client segments
Other administrative duties as required
Minimum Requirements: Minimum of 3 years of high level administrative assistant experience is required, preferably in banking or financial services industry
Trust industry experience is highly desired
Must have the ability to master office tasks and tools i.e
Microsoft Office Must have excellent problem solving skills and close attention to detail
Must have strong inter-personal communications skills as well as oral and written communication skills
Must have comprehension, organization, reasoning and decision-making skills
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.