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Trust Officer
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Full-time
- WSFS Bank is seeking a Trust Officer who will be responsible for daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels.
- The incumbent will manage personal accounts and relationships; perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts.
- This position entails internal and external (client) communications, including participation in client meetings; knowledge, understanding and application of fiduciary principles; knowledge of securities processing and clearing; knowledge of trust & accounting systems and technology to support recordkeeping and payment history; and interface with Trust Operations Service Partners and other internal parties.
- Manage personal trust accounts and relationships, including those of high-net worth individuals; Compliance and legal projects as required;
- Support other duties that may arise from time-to-time; and, Leadership, management, and evaluation of a Team of Trust Officers.
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