Fiduciary Specialist
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 Fiduciary Specialist is responsible for supporting the Trust Officers by providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels
Job
Responsibilities:
Support Trust Officers and other client focused staff members
Develop and maintain relationships with internal clients, including but not limited to:
Trust Operations Employees, Trust Officer, Investment Manager, and supporting Vendors
Manage multiple time sensitive tasks simultaneously for both internal and external client duties and obligations
Prepare for and participate in select client and departmental meetings
Assist in opening and closing accounts
Support other duties that may arise from time-to-time
Provide internal and external (client) communications, including participation in select client meetings
Have knowledge, understanding and application of fiduciary principles, securities processing and clearing, trust and accounting systems and technology to support recordkeeping and payment history
Interface with Trust Operations Service Partners and other internal parties
Minimum Requirements:
Minimum of a two-year college degree (or equivalent) in Business, Accounting or Finance
Minimum of three (3) years experience in trust or trust-related financial or other client focused services
Must possess an intellectual curiosity and passion to succeed
Must have analytical and problem-solving skills
Must be detail orientation and have the ability to communicate effectively with internal and external clients
Must have seasoned experience with trust & accounting recordkeeping systems trading systems
Must have technical expertise in accessing trade and confirm information from third party websites
Proficiency in MS Office and FIS Addvantage or similar trust accounting systems
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 careers@wsfsbank.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
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.Estimated Salary: $20 to $28 per hour based on qualifications.
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 Fiduciary Specialist is responsible for supporting the Trust Officers by providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels
Job
Responsibilities:
Support Trust Officers and other client focused staff members
Develop and maintain relationships with internal clients, including but not limited to:
Trust Operations Employees, Trust Officer, Investment Manager, and supporting Vendors
Manage multiple time sensitive tasks simultaneously for both internal and external client duties and obligations
Prepare for and participate in select client and departmental meetings
Assist in opening and closing accounts
Support other duties that may arise from time-to-time
Provide internal and external (client) communications, including participation in select client meetings
Have knowledge, understanding and application of fiduciary principles, securities processing and clearing, trust and accounting systems and technology to support recordkeeping and payment history
Interface with Trust Operations Service Partners and other internal parties
Minimum Requirements:
Minimum of a two-year college degree (or equivalent) in Business, Accounting or Finance
Minimum of three (3) years experience in trust or trust-related financial or other client focused services
Must possess an intellectual curiosity and passion to succeed
Must have analytical and problem-solving skills
Must be detail orientation and have the ability to communicate effectively with internal and external clients
Must have seasoned experience with trust & accounting recordkeeping systems trading systems
Must have technical expertise in accessing trade and confirm information from third party websites
Proficiency in MS Office and FIS Addvantage or similar trust accounting systems
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 careers@wsfsbank.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
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.Estimated Salary: $20 to $28 per hour based on qualifications.
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