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Trust Assistant
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Full-time
- 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.
- We are the region's locally headquartered bank and wealth management company.
- The Trust Assistant will work on assigned tasks under the supervision of the Group Manager and/or Team Leaders to provide clerical and administrative support in the Personal Trust Administration area.
- The incumbent will assist Administration in performing all tasks necessary for proper administration of trust, investment management, custody of IRA accounts as well as account and file establishment, account and file maintenance, system maintenance and transaction input, cash and securities processing, account reviews, and complete compliance and legal projects as required.
- Responsible for supporting the Trust Relationship Officer and client interfacing personnel in providing high level service delivery to trust, agency, investment management clients, advisors, intermediaries/centers of influence, other qualified referral sources and distribution channels.
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