WSFS Bank is currently seeking a Trust Sales Associate in our Institutional Services division. The Trust Sales Associate will work on assigned tasks under supervision of members of the Trust Sales Group. The incumbent will generate and distribute various fee proposals and reports as required or assigned, collect and process sensitive client information for new relationships, work with compliance to complete the Know Your Customer process and transition the relationships to Administration. In addition, provide administrative support to the Trust Sales Group Director including, setting up meetings, conference coordination, expense reimbursement, etc. The incumbent will also interface directly with clients and their advisors on a daily basis and ensure that all company, division and departmental policies as well as regulatory and compliance concerns and procedures are implemented. The working environment is fast-paced, demanding and involves working on technical and complex transactions.
The schedule is a 40 hour work week M-F 8:00AM - 5:00PM and is located in Wilmington, DE or Philadelphia, PA
• Bachelor’s degree in is required. (Business/Finance preferred)
• High energy level.
• Professional appearance and demeanor.
• Must possess knowledge of MS Office.
• Some work experience preferred.
• Must have effective verbal and written communication skills and be a self-starter who can work well with others in a demanding team oriented environment.
• Flexibility is needed to be able to work under close supervision or with minimal supervision or direction.
• Some travel will be required.
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.
How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business. 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.
- Self Motivation
- Written Communication
- Verbal Communication
- Corporate Finance
- Team Working