Manage and oversee the day-to-day transactions including payments, account set up, collateral check-in process and other compliance related items for a wide variety of Corporate Trust products.
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.
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.
Facilitate document custody check-in process with all collateral from various asset classes.
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.

Bachelor’s degree or related work equivalent is required or 1 to 3 years demonstrated successful track record in Corporate Trust or Financial Services is preferred.
Strong knowledge of MS Office Suite is required.
Knowledge of Trust 3000 is a plus.
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.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Corporate Trust Administrator I

Key skills