Corporate Trust Middle Office Group Manager

4 weeks ago

Wilmington, United States WSFS Bank Full time
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, 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 Middle Office activities and assisting the Middle Office Specialists.

Job Responsibilities:
  • Manage a team of Corporate Trust Middle Office Specialists.
  • Responsible for Registered Transfer Agent (RTA) item processing and account setup, payments, reconciliations and audits, and DTC processing.
  • Responsible for ensuring compliance with SEC and OCC regulatory requirements.
  • Handle multiple deadlines and take part in projects when needed.
  • Lead and assist in development of junior associates.
  • Review and approve account set ups completed by other Associates.
  • Act as a subject matter expert on all Middle Office activities including property inquiries.
  • Be detailed oriented, good with mathematical calculations, able to work on their own within defined parameters, and have high level communication skills.
Minimum Requirements:
  • 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 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.

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