Trust Officer I

Job Responsibilities

• Serve as the primary administrator for a portfolio of personal trust, custody, investment management, and IRA accounts.
• Ensure timely and risk-sensitive administration in compliance with fiduciary principles, regulatory requirements, and internal policies.
• Maintain in-depth knowledge of Delaware trust statutes, trust instruments, and applicable legal and tax considerations.
• Develop and strengthen relationships with clients, beneficiaries, and centers of influence, promoting high standards of client service and trust.
• Identify and pursue business development opportunities through existing client relationships and referral networks.
• Communicate professionally and effectively with clients, advisors, intermediaries, and internal stakeholders through phone, email, and in-person meetings.
• Collaborate with operations, compliance, legal, and investment teams to ensure seamless administration and resolution of issues.
• Support fiduciary risk management initiatives and contribute to compliance or regulatory reporting projects as needed.
• Maintain accurate trust records using trust accounting and document management systems (e.g., FIS Addvantage or equivalent).
• Provide mentoring and guidance to junior officers or staff, including support with workflow management, training, and technical issue resolution.
• Remain informed of changes in trust law, market practices, and industry developments that impact trust administration.

Minimum Qualifications

• Bachelor’s degree required; relevant disciplines include Finance, Accounting, Business Administration, or Legal Studies.
• Professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) preferred, or currently pursuing designation.
• Or, other industry relevant certifications.
• Minimum of 5 years’ experience in trust administration or related financial services, with a focus on fiduciary account management.
• Proficiency in Microsoft Office Suite and trust accounting platforms (preferably FIS Addvantage or similar).
• Strong technical knowledge of trust & estate administration, securities processing, and fiduciary regulations.
• Excellent analytical, organizational, and problem-solving abilities; attention to detail is essential.
• Prowed ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels.
• Intellectual curiosity, professional integrity, and a demonstrated commitment to client service.
• Must be available to work nights and weekends when needed.

Pay

Salary Range: $53,744.00 - $88,290.50
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.

Benefits

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.
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.

About the Role

We are seeking a highly motivated and experienced Trust Officer to provide comprehensive daily administration of personal trust accounts of moderate to high complexity, value, and profile.