Corporate Trust Administrator
- Assist Relationship Manager with a book of accounts by performing duties related to billing, collection, and invoicing.
- Work with the Relationship Manager to set up fees, including monthly transactional fees.
- Associate will be required reporting, including daily audit reporting, cash reporting, business development, and compliance reporting.
- Provide support to the Relationship Manager with any client inquiries to ensure stellar customer experience.
- Associate will facilitate closing conditions are met such as ensuring engagement letters and KYC requirements are completed.
- Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements.
- Promote a positive team culture, participate in training from Senior Administrators and Relationship Managers, and assist in projects as needed.
- Bachelor's degree or related work equivalent is required.
- Must have a willingness to learn.
- Must have strong knowledge of MS Office Suite is required. Knowledge of Trust 3000 is a plus.
- Excellent verbal, interpersonal and written communication skills are required.
- Must have strong attention to detail skills and the ability to multitask.
- Must have the ability to effectively prioritize workload and meet deadlines is required.
- Must be able to work independently
$45,250.00 - $74,338.75 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 [email protected]. 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.
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