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Corporate Trust Middle Office Group Manager
2 months ago
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.
The Corporate Trust Middle Office Group Manager for WSFS Institutional Services Division will be responsible for the day- to- day processing of two operational teams. This will include but not limited to Registered Transfer Agent (RTA) item processing and account setup, payments, reconciliations and audits, and DTC processing. The other team will be managing our physical and securities custodian business. The incumbent will be responsible for ensuring compliance with SEC and OCC regulatory requirements.
Job Responsibilities:
- Manage a team of Corporate Trust Middle Office Specialists and also Corporate Trust Custody associates; providing leadership, training, and guidance to Corporate Trust Associates; and provide subject matter expertise on all Middle Office activities including property inquiries as needed.
- Review and approve account set ups completed by other Associates.
- Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
- Complete physical document check-in process and review for custodial certifications.
- Complete trading activity of DVP, DTC, and Fed settlements for client securities custodian accounts.
- Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries.
- Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
- Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
- Demonstrate an in-depth knowledge of policies and procedures. Adhere to the internal risk and regulatory requirements.
- Handle multiple deadlines and take part in projects when needed.
- Bachelor's degree, preferably in business, or equivalent work experience.
- Minimum of 4 years demonstrated successful track record in Corporate Trust.
- Strong knowledge of MS Office Suite is required. Knowledge of TranStar is a plus.
- Must be proficient with numbers and basic accounting.
- Must have excellent verbal, interpersonal and written communication skills.
- Must have strong attention to detail with the ability to organize workflow.
- Must possess the ability to work independently with minimum supervision and exercise good judgement.
- Must be able to read, interpret and execute complex payment strategies with Corporate Trust transactions.
- Must be able to effectively communicate with managers, clients, customers and the public clearly and concisely.
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 [redacted].
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.
