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Corporate Trust Middle Office Group Manager
1 month 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 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
Minimum Requirements: Bachelors 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
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.
