WSFS Bank

Trust Officer I

Wilmington, DE

Work authorization required$54k-$88kDetected 26 days ago

Business DevelopmentAccountingCommunicationProblem SolvingMentoringMicrosoft Office

About the role

This includes directing and coordinating bank resources to ensure timely delivery of services, proactive issue resolution, and effective communication across all client touchpoints.
The position requires strong working knowledge of Delaware trust law, fiduciary principles, investment management, and trust accounting systems.
The Trust Officer will regularly interface with internal teams (Operations, Compliance, Legal) and external stakeholders (clients, attorneys, accountants, and other advisors) and will actively participate in client and prospect meetings.

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.
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.

Bachelor's degree required
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.
Strong interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels.
Must be available to work nights and weekends when needed.

Professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) preferred, or currently pursuing designation.
Or, other industry relevant certifications.

$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.
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
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.
For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status.

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

This listing is sourced directly from WSFS Bank's careers page and normalized into a canonical job model.