Corporate Trust Administrator I jobs in United States
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WSFS Bank · 6 days ago

Corporate Trust Administrator I

WSFS Bank is a premiere, locally headquartered bank and wealth management company committed to empowering its associates and supporting communities. The Corporate Trust Administrator will manage day-to-day transactions for Corporate Trust products and collaborate with Relationship Managers to ensure compliance and excellent customer service.

BankingFinanceFinancial Services

Responsibilities

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
Associate will 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
Associate will facilitate closing conditions are met such as signature page distribution, outgoing wires, onboarding the client, and trust account set up
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

Qualification

Corporate Trust knowledgeFinancial Services experienceMS Office SuiteTrust 3000Verbal communicationInterpersonal skillsWritten communicationCollaboration skills

Required

Bachelor's degree or related work equivalent is required
Strong knowledge of MS Office Suite is required
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

Preferred

1 to 3 years demonstrated successful track record in Corporate Trust or Financial Services
Knowledge of Trust 3000

Benefits

Medical, dental, and vision coverage
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

Company

WSFS Bank

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WSFS Bank is the seventh oldest, continuously-operating bank in the United States.

Funding

Current Stage
Public Company
Total Funding
$200M
2025-12-09Post Ipo Debt· $200M
1986-12-05IPO

Leadership Team

A
Alyson Beasley Bradley
SVP/Chief Auditor
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Brooke Moyer
SVP & Director of Loan Syndications
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Company data provided by crunchbase