Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Trust Officer 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.
Job Responsibilities:
Minimum Qualifications:
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.
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