Corporate Trust Administrator
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content.
We have content: Job Description paragraph (intro) maybe "About the role". Then "Job Responsibilities:" list. Then "Minimum Qualifications:" list. Also there is "Hours are 10am-7pm M-F (evenings and weekends as needed) Must have flexibility with scheduling depending on business needs (start times may slightly change from time to time)". That's schedule info. Also Salary Range: $45,250.00 - $74,338.75 plus note about base pay may vary. That's pay info. Benefits: description of benefits package. So we have sections: About the role (intro), Responsibilities, Requirements (maybe Minimum Qualifications), Qualifications? Actually Minimum Qualifications could be Requirements. Also Skills: maybe mention strong knowledge of MS Office, SEI Trust account platforms a plus, communication skills, attention to detail, multitask, prioritize, etc. Could be Skills. Benefits, Pay, Schedule.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate: EEO, accommodation, etc. Also remove application instructions? Not present. Remove duplicated lines.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting.
Let's extract substantive content:
Intro paragraph: "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. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose."
Then role description: "The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance related items for a wide variety of Corporate Trust products. The associate will work with the Relationship Managers to review and analyze governing documents. The associate will adhere to corporate, division and departmental policies and procedures, as well as following regulatory and compliance concerns. The associate will demonstrate collaboration with both internal partners as well as external clients."
Then "Job Responsibilities:" list:
- Assist Relationship Manager with a book of accounts by performing duties related to billing, collection, and invoicing.
- Work with the Relationship Manager to set up fees, including monthly transactional fees.
- Associate will be required reporting, including daily audit reporting, cash reporting, business development, and compliance reporting.
- Provide support to the Relationship Manager with any client inquiries to ensure stellar customer experience.
- Associate will facilitate closing conditions are met such as ensuring engagement letters and KYC requirements are completed.
- Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements.
- Promote a positive team culture, participate in training from Senior Administrators and Relationship Managers, and assist in projects as needed.
Then "Minimum Qualifications:" list:
- Bachelor’s degree or related work equivalent is required.
- Must have a willingness to learn.
- Must have strong knowledge of MS Office Suite is required.
- Knowledge of SEI Trust account platforms is a plus
- Excellent verbal, interpersonal and written communication skills are required.
- Must have strong attention to detail skills and the ability to multitask.
- Must have the ability to effectively prioritize workload and meet deadlines is required.
- Hours are 10am-7pm M-F (evenings and weekends as needed)
- Must have flexibility with scheduling depending on business needs (start times may slightly change from time to time)
- Must be able to work independently
- 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.
Then Salary Range: "Salary Range: $45,250.00 - $74,338.75 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards."
Then Benefits: "WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/"
We should drop the link? It's part of benefits info; maybe keep as part of paragraph but not as separate instruction. It's okay.
We need to remove EEO etc. Also remove accommodation request line. Also remove "WSFS Bank is inclusive and supportive of individual needs..." and the EEO paragraph.
Now structure sections:
About the role
... intro + role description ...
Responsibilities
- ... each responsibility ...
Requirements
maybe combine Minimum Qualifications and Skills? But we have separate sections for Requirements, Qualifications, Skills. The instruction says use those headings if content exists. We have Minimum Qualifications (requirements). We also have skills like MS Office, SEI Trust, communication, attention to detail, multitask, prioritize. Could be Skills section. Qualifications maybe education etc. But we can just put Requirements for qualifications and Skills for skill-specific items. However we must not create thin sections; better to combine into Requirements and Skills if we have enough content. We have: Bachelor's degree or related work equivalent required (qualification). Willingness to learn (maybe skill). Strong knowledge of MS Office Suite required (skill). Knowledge of SEI Trust account platforms a plus (skill). Excellent verbal, interpersonal and written communication skills required (skill). Strong attention to detail and ability to multitask (skill). Ability to prioritize workload and meet deadlines (skill). Hours and flexibility (schedule). Work independently (skill). Authorization to work in US (requirement). So we can have Requirements (education, authorization) and Skills (the rest). Qualifications maybe not needed separate. But we also have schedule info separate. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. Check each for substantive content. About the role: include intro paragraph + role description (the paragraph about Corporate Trust Administrator). Ensure we don't repeat. Responsibilities: list as above. Requirements: Bachelor’s degree or related work equivalent required; Must be authorized to work in US without visa sponsorship. Possibly also "Must be able to work independently"? That's skill. We'll keep requirements minimal. Skills: Willingness to learn; Strong knowledge of MS Office Suite; Knowledge of SEI Trust account platforms a plus; Excellent verbal, interpersonal and written communication skills; Strong attention to detail and ability to multitask; Ability to effectively prioritize workload and meet deadlines; Ability to work independently. Pay: Salary Range: $45,250.00 - $74,338.75; Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. Benefits: WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/ Schedule: Hours are 10am-7pm M-F (evenings and weekends as needed); Must have flexibility with scheduling depending on business needs (start times may slightly change from time to time). We should not include the "Must be able to work independently" in schedule; it's skill. Now produce HTML fragment. Make sure to use for each section heading. Use - for lists. Use
for prose.
We need to ensure we don't include any empty sections.
Let's craft.
About the role paragraph: combine intro and role description.
Intro: "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. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose."
Role description: "The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance related items for a wide variety of Corporate Trust products. The associate will work with the Relationship Managers to review and analyze governing documents. The associate will adhere to corporate, division and departmental policies and procedures, as well as following regulatory and compliance concerns. The associate will demonstrate collaboration with both internal partners as well as external clients."
Combine into one
maybe two sentences but okay.
Now Responsibilities list items: need to ensure each bullet is a complete sentence as in posting.
List:
- Assist Relationship Manager with a book of accounts by performing duties related to billing, collection, and invoicing.
- Work with the Relationship Manager to set up fees, including monthly transactional fees.
- Associate will be required reporting, including daily audit reporting, cash reporting, business development, and compliance reporting.
- Provide support to the Relationship Manager with any client inquiries to ensure stellar customer experience.
- Associate will facilitate closing conditions are met such as ensuring engagement letters and KYC requirements are completed.
- Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements.
- Promote a positive team culture, participate in training from Senior Administrators and Relationship Managers, and assist in projects as needed.
Note: third bullet grammar: "Associate will be required reporting" maybe original text missing word; we keep as is.
Now Requirements list:
- Bachelor’s degree or related work equivalent is required.
- 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.
Maybe also include "Must be able to work independently"? but that's skill.
Now Skills list:
- Must have a willingness to learn.
- Must have strong knowledge of MS Office Suite is required.
- Knowledge of SEI Trust account platforms is a plus.
- Excellent verbal, interpersonal and
for prose. We need to ensure we don't include any empty sections. Let's craft. About the role paragraph: combine intro and role description. Intro: "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. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose." Role description: "The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance related items for a wide variety of Corporate Trust products. The associate will work with the Relationship Managers to review and analyze governing documents. The associate will adhere to corporate, division and departmental policies and procedures, as well as following regulatory and compliance concerns. The associate will demonstrate collaboration with both internal partners as well as external clients." Combine into one
maybe two sentences but okay. Now Responsibilities list items: need to ensure each bullet is a complete sentence as in posting. List: - Assist Relationship Manager with a book of accounts by performing duties related to billing, collection, and invoicing. - Work with the Relationship Manager to set up fees, including monthly transactional fees. - Associate will be required reporting, including daily audit reporting, cash reporting, business development, and compliance reporting. - Provide support to the Relationship Manager with any client inquiries to ensure stellar customer experience. - Associate will facilitate closing conditions are met such as ensuring engagement letters and KYC requirements are completed. - Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements. - Promote a positive team culture, participate in training from Senior Administrators and Relationship Managers, and assist in projects as needed. Note: third bullet grammar: "Associate will be required reporting" maybe original text missing word; we keep as is. Now Requirements list: - Bachelor’s degree or related work equivalent is required. - 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. Maybe also include "Must be able to work independently"? but that's skill. Now Skills list: - Must have a willingness to learn. - Must have strong knowledge of MS Office Suite is required. - Knowledge of SEI Trust account platforms is a plus. - Excellent verbal, interpersonal and