We have other current jobs related to this field that you can find below
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Trust Administrator
2 weeks ago
Wilmington, United States Commonwealth Trust Company Full timeAdminister trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...
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Trust Administrator
2 weeks ago
Wilmington, United States Commonwealth Trust Company Full timeAdminister trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...
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Trust Officer
1 month ago
Wilmington, United States Rockefeller Capital Management Full timeAbout Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.Led by President & CEO Gregory J. Fleming, the firm offers an elevated...
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Trust Officer
1 month ago
Wilmington, Delaware, United States Rockefeller Capital Management Full timeAbout Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.Led by President & CEO Gregory J. Fleming, the firm offers an elevated...
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Trust Officer
3 weeks ago
Wilmington, United States WSFS Bank Full timeJob Description 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 thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...
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Trust Officer
2 weeks ago
Wilmington, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be...
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Trust Officer
2 weeks ago
WILMINGTON, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be responsible...
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Trust Officer
1 week ago
Wilmington, United States Wilmington Savings Fund Society Full timeJob DescriptionAt 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...
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Trust Administration Assistant
1 month ago
Wilmington, United States Commonwealth Trust Company Full timeJob DescriptionJob DescriptionThis position is responsible for providing administrative support to the Trust Administration Department. The position requires superior attention to detail and organizational skills. The responsibilities include tasks required to complete trust administration in an efficient and timely manner. In addition, this position must be...
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Corporate Trust Middle Office Group Manager
4 weeks ago
Wilmington, United States WSFS Bank Full timeJob Description 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...
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Corporate Trust Middle Office Group Manager
4 weeks ago
Wilmington, United States WSFS Bank Full timeJob Description 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...
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Corporate Trust Middle Office Group Manager
2 months ago
Wilmington, United States WSFS Bank Full timeJob Description 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...
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Trust Lawyer
1 week ago
Wilmington, United States Victus Search Full timeWe have been exclusively assigned to a role with our client, a reputable multi-family office in Wilmington, Delaware, that is seeking a skilled Trust Lawyer to join their legal team. The ideal candidate will possess extensive experience in trust law, particularly within the Delaware jurisdiction. This role involves advising high-net-worth clients on the...
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Trust Lawyer
1 week ago
Wilmington, United States Victus Search Full timeWe have been exclusively assigned to a role with our client, a reputable multi-family office in Wilmington, Delaware, that is seeking a skilled Trust Lawyer to join their legal team. The ideal candidate will possess extensive experience in trust law, particularly within the Delaware jurisdiction. This role involves advising high-net-worth clients on the...
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Trust Administration Intern
5 days ago
Wilmington, Delaware, United States Rockefeller Financial Full timeAbout Rockefeller FinancialRockefeller Financial is a distinguished independent financial advisory firm that has evolved from its origins as a family office into a leading provider of strategic advice for ultra- and high-net-worth individuals, families, institutions, and corporations. With a presence in 30 markets across the United States and an office in...
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Director of Delaware Trust
2 weeks ago
Wilmington, United States StevenDouglas Full timeMUST HAVE EXPERIENCE: *Ability to Hire, Train, Manage and Retain Trust Related Talent *Intimate Knowledge of Trust Regulations - Technical Expertise *Proven ability to close complex Trust Sales for HNW/UHNW Clients/COI’s. *Serious Inquiries OnlyPosition Title: Director of Delaware Trust - Wilmington, DEOverview:Mechanics Bank is currently searching for a...
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Summer Analyst
4 weeks ago
Wilmington, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Summer Analyst
2 weeks ago
Wilmington, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Summer Analyst
2 months ago
Wilmington, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Corporate Trust Operations Manager
4 days ago
Wilmington, Delaware, United States WSFS Bank Full timeJob Overview At WSFS Bank, we are dedicated to fostering the growth of our Associates, guiding our clients towards financial security, and actively contributing to our Communities. Our careers offer a supportive and inclusive culture, competitive compensation, and opportunities for advancement. As a locally headquartered bank and wealth management firm, we...
Trust Officer
2 months ago
Job Description 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, its our mission and our purpose
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; perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts
This position entails internal and external (client) communications, including participation in client meetings; knowledge, understanding and application of fiduciary principles; knowledge of securities processing and clearing; knowledge of trust & accounting systems and technology to support recordkeeping and payment history; and interface with Trust Operations Service Partners and other internal parties
Job Responsibilities: Knowledge of Delaware trust laws and statutes; Adherence to client selection process
Professionally communicate with clients, advisors, referral sources, and internal associates; 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; Compliance and legal projects as required; Support other duties that may arise from time-to-time Minimum Qualifications: Bachelor's degree or equivalent work experience is required; CTFA or matriculating toward, or equivalent designation preferred
Minimum of five (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, analytical and problem-solving skills, detail orientation and the ability to communicate effectively with internal and external clients
Skill set requirements include seasoned experience with trust & accounting recordkeeping systems; trading systems; technical expertise in accessing trade and confirm information from third party websites; 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
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.
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