Trust Officer I
$53.74k - $88.29kFull-time
WSFS Bank
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. We are seeking a highly motivated and experienced Trust Officer to provide comprehensive daily administration of personal trust accounts of moderate to high complexity, value, and profile. This role will be responsible for delivering exceptional service to clients of our Delaware Advantage trust and agency platform, including advisors, intermediaries, and other high-value referral sources.The incumbent will serve as the primary relationship manager for a book of personal trust accounts-ensuring fiduciary compliance, risk-sensitive administration, and client satisfaction-while working closely with the Team Leader and internal partners. This includes directing and coordinating bank resources to ensure timely delivery of services, proactive issue resolution, and effective communication across all client touchpoints. The position requires strong working knowledge of Delaware trust law, fiduciary principles, investment management, and trust accounting systems. The Trust Officer will regularly interface with internal teams (Operations, Compliance, Legal) and external stakeholders (clients, attorneys, accountants, and other advisors) and will actively participate in client and prospect meetings. Job Responsibilities:
$53,744.00 - $88,290.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit 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 View email address on aplitrak.com. 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.
- Serve as the primary administrator for a portfolio of personal trust, custody, investment management, and IRA accounts.
- Ensure timely and risk-sensitive administration in compliance with fiduciary principles, regulatory requirements, and internal policies.
- Maintain in-depth knowledge of Delaware trust statutes, trust instruments, and applicable legal and tax considerations.
- Develop and strengthen relationships with clients, beneficiaries, and centers of influence, promoting high standards of client service and trust.
- Identify and pursue business development opportunities through existing client relationships and referral networks.
- Communicate professionally and effectively with clients, advisors, intermediaries, and internal stakeholders through phone, email, and in-person meetings.
- Collaborate with operations, compliance, legal, and investment teams to ensure seamless administration and resolution of issues.
- Support fiduciary risk management initiatives and contribute to compliance or regulatory reporting projects as needed.
- Maintain accurate trust records using trust accounting and document management systems (e.g., FIS Addvantage or equivalent).
- Provide mentoring and guidance to junior officers or staff, including support with workflow management, training, and technical issue resolution.
- Remain informed of changes in trust law, market practices, and industry developments that impact trust administration.
- Bachelor's degree required; relevant disciplines include Finance, Accounting, Business Administration, or Legal Studies.
- Professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) preferred, or currently pursuing designation. Or, other industry relevant certifications.
- Minimum of 5 years' experience in trust administration or related financial services, with a focus on fiduciary account management.
- Proficiency in Microsoft Office Suite and trust accounting platforms (preferably FIS Addvantage or similar).
- Strong technical knowledge of trust & estate administration, securities processing, and fiduciary regulations.
- Excellent analytical, organizational, and problem-solving abilities; attention to detail is essential.
- Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Strong interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels.
- Intellectual curiosity, professional integrity, and a demonstrated commitment to client service
- Must be available to work nights and weekends when needed.
$53,744.00 - $88,290.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit 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 View email address on aplitrak.com. 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.
Vacancy posted 5 days ago
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