WSFS Bank

Corporate Trust Administrator I

WSFS Bank

full-time

Posted on:

Location Type: Office

Location: Greenville • United States

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Salary

💰 $45,250 - $74,338 per year

Job Level

Junior

About the role

  • Manage and oversee the day-to-day transactions including payments, account set up, collateral check-in process and other compliance related items for a wide variety of Corporate Trust products.
  • Assist Relationship Manager with a book of accounts by performing duties required under the governing documents and providing an excellent customer experience.
  • Work with the Relationship Manager to review governing documents to set up accounts in ACS, set up and collect ticklers, to determine cash activities and to set up fees.
  • Manage payments, daily cash activities, collection of receivables, and generate any required reports.
  • Provide support to the Relationship Manager with any client inquiries to ensure a stellar customer experience.
  • Facilitate document custody check-in process with all collateral from various asset classes.
  • Demonstrate an in-depth knowledge of policies and procedures.
  • Adhere to the internal risk and regulatory requirements.
  • Promote a positive team culture, participate in trainings from Senior Administrators and Relationship Managers, and assist in projects as needed.

Requirements

  • Bachelor’s degree or related work equivalent is required
  • 1 to 3 years demonstrated successful track record in Corporate Trust or Financial Services is preferred
  • Strong knowledge of MS Office Suite is required
  • Knowledge of Trust 3000 is a plus
  • Must have excellent verbal, interpersonal and written communication skills
  • Must have the ability to adhere to corporate, division and departmental policies and procedures, as well as following regulatory and compliance concerns
  • Must be able to collaborate with both internal partners as well as external clients.
Benefits
  • medical, dental, and vision coverage
  • a 401(k) plan
  • life, accident, and disability insurance
  • flexible spending accounts (FSAs) and health savings accounts (HSAs)
  • wellness programs
  • paid parental leave
  • military leave
  • vacation and other paid time off
  • sick leave in accordance with applicable state laws
  • paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementcash managementreport generationcompliance managementdocument custodycollateral managementfinancial analysiscustomer service
Soft Skills
communication skillsinterpersonal skillscollaborationteamworkcustomer experience focus
Certifications
Bachelor's degree