Job details

Trust Advisor I

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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 and perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts.

Job Responsibilities:

Professionally communicate with clients, advisors, referral sources, and internal associate.
Maintain close communication with clients, outside advisors, and internal associates by telephone, email, and correspondence.
Manage personal trust accounts and relationships, including those of high-net worth individuals.
Internal and external (client) communications, including participation in client meetings.
Complete compliance and legal projects as required.
Support other duties that may arise from time-to-time
Adhere to client selection process.

Minimum Qualifications:

Bachelor's degree or equivalent work experience is required; CTFA or matriculating toward, or equivalent designation preferred.
Minimum of 3 years’ experience in trust or trust-related financial or other client focused services.
Proficiency in MS Office and SEI Trust 3000 or similar trust accounting systems.
Must possess an intellectual curiosity and passion to succeed.
Must have analytical and problem-solving skills.
Must be detail oriented and have the ability to communicate effectively with internal and external clients.
Must have seasoned experience with trust and accounting recordkeeping systems; trading systems; technical expertise in accessing trade and confirm information from third party websites.
Must have knowledge of Delaware trust laws and statutes
Must have knowledge, understanding and application of fiduciary principles.
Must have kowledge of securities processing and clearing.
Must have knowledge of trust & accounting systems and technology to support recordkeeping and payment history; and interface with Trust Operations Service Partners and other internal parties.
Must have strong organizational and interpersonal skills.

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.

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

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What You Should Know About Trust Advisor I, WSFS Bank

As a Trust Advisor I at Bryn Mawr Trust, a WSFS Company, you’ll dive into a role that’s as rewarding as it is impactful. Nestled in the heart of Wilmington, DE, this position allows you to engage directly with high-net-worth clients while managing their personal trust accounts with the utmost professionalism. You'll be pivotal in delivering tailored wealth management solutions, from trust and estate planning to investment management and brokerage services. Your communication skills will shine as you maintain relationships with clients and collaborate closely with advisors, intermediaries, and internal associates. Every day is a new opportunity to apply your analytical prowess and problem-solving skills, ensuring the highest level of service and compliance. You'll not only adapt to the nuances of Delaware trust laws, but also continuously enhance the trust operation processes you oversee. If you’re someone who thrives in a dynamic environment and is passionate about providing exceptional service, this is the place for you. Join us at Bryn Mawr Trust and make a difference in the lives of our clients while developing your expertise in wealth management. Come experience a culture that's inclusive, supportive, and dedicated to your success.

Frequently Asked Questions (FAQs) for Trust Advisor I Role at WSFS Bank

What are the key responsibilities of a Trust Advisor I at Bryn Mawr Trust?

As a Trust Advisor I at Bryn Mawr Trust, you are essential to the administration of personal trust accounts. This role encompasses managing accounts of moderate to high complexity, ensuring compliance with Delaware trust laws, and delivering exceptional service to our clients. You will engage in frequent communication with clients and advisors, participate in meetings, and oversee the compliance aspects of trust management.