Current jobs related to Corporate Trust Operations Manager - Wilmington, Delaware - WSFS Bank


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled Corporate Trust Administrator to join our team. As a key member of our trust operations team, you will be responsible for providing exceptional client service and support to our high net worth private and institutional clients.Key ResponsibilitiesAssist with the administration of trust and entity accounts, including...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job Summary:The Corporate Trust Administrator will assist with the administration of corporate trust clients, providing exceptional customer service and support to clients and internal stakeholders. This role will be responsible for managing client relationships, processing transactions, and maintaining accurate records.Key Responsibilities:Manage client...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled Global Capital Markets Relationship Manager II to join our team at Wilmington Trust. As a key member of our team, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts.Key ResponsibilitiesClient Relationship Management: Develop and maintain...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a skilled Global Capital Markets Relationship Manager to join our team. As a key member of our GCM team, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts.Key ResponsibilitiesMonitor and manage administrative and operational systems, databases, and...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a skilled Global Capital Markets Relationship Manager to join our team. As a key member of our GCM team, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts.Key ResponsibilitiesMonitor and manage administrative and operational systems, databases, and...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our Global Capital Markets team. As a key member of our team, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts.Key ResponsibilitiesMonitor and manage administrative and operational systems, databases, and activities...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled Global Capital Markets Relationship Manager II to join our team. As a key member of our Global Capital Markets team, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts of varying complexity and importance.Key ResponsibilitiesMonitor and...


  • Wilmington, Delaware, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Our commitment to service, expertise, and integrity has earned us numerous awards...

  • Trust Administrator

    1 week ago


    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryThis role supports RBC Delaware Trust by administering personal trust accounts with a focus on Special Needs Trust and Settlement Protection Trusts.Responsibilities include administering other testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, and other Agency...

  • Summer Analyst

    2 weeks ago


    Wilmington, Delaware, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Our firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    OverviewAs a key member of the Loan Market Solutions Division, the CLO & Loan Administration team at Wilmington Trust provides expert trustee and custodian services to sophisticated loan asset managers. Our team is responsible for tracking and maintaining all daily activity, including the collection of payments and investor waterfall distributions. We also...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job Summary:As a key member of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee and custodian services to sophisticated loan asset managers. The ideal candidate will be responsible for acting as a single point of contact for key client relationships, collaborating with operations and analytics teams to meet client...

  • Senior Trust Officer

    4 weeks ago


    Wilmington, Delaware, United States JTC Group Full time

    Job Title: Senior Trust OfficerWe are seeking a highly experienced and detail-oriented Senior Trust Officer to join our Trust and Wealth Management team at JTC Group.Main Responsibilities:Administer a diverse portfolio of complex fiduciary accounts for US domestic and international clients.Ensure superior client service while effectively managing fiduciary...

  • Trust Officer

    3 days ago


    Wilmington, Delaware, United States Citigroup Inc Full time

    Job DescriptionThe Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.ResponsibilitiesManage an existing book...

  • Trust Officer

    3 weeks ago


    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Trust OfficerAt Wilmington Savings Fund Society, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the daily administration of personal trust accounts, providing exceptional service to our clients, and managing complex relationships.Key Responsibilities:Manage personal trust accounts...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Key Responsibilities:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and ultimately responsible for growth and retention of that client base.Key Responsibilities:Key...


  • Wilmington, Delaware, United States Citizens Full time

    Job SummaryCitizens is seeking a highly experienced Regional Trust Director to lead our Delaware Trust Company in providing exceptional fiduciary services to our clients. As a key member of our Citizens Private Wealth team, you will be responsible for managing a regional team and ensuring the compliant execution of fiduciary services.Key ResponsibilitiesLead...


  • Wilmington, Delaware, United States Citizens Full time

    Job SummaryWe are seeking a highly experienced and skilled Regional Trust Director to join our team at Citizens. As a key member of our Citizens Private Wealth Division, you will be responsible for leading a regional team in the management and administration of personal fiduciary services under the trust powers of Citizens Bank N.A.Key ResponsibilitiesLead a...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job Title: GCM Control Monitoring LeadWilmington Trust is seeking a highly skilled GCM Control Monitoring Lead to join our team. As a key member of our Global Capital Markets division, you will be responsible for leading the Control Monitoring function across all products and services rendered to clients.Key Responsibilities:Develop and implement a Control...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job Title: GCM Control Monitoring LeadJob Summary:The GCM Control Monitoring Lead will be responsible for leading the Control Monitoring function for the Global Capital Markets division of Wilmington Trust. This role will involve setting up and implementing a Control Monitoring framework, infrastructure, and staffing, as well as managing the Control...

Corporate Trust Operations Manager

2 months ago


Wilmington, Delaware, United States WSFS Bank Full time
Job 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 provide an inclusive environment, competitive compensation, opportunities for advancement, and more. As a locally headquartered bank and wealth management firm, we take pride in being recognized as a Top Workplace by our Associates, who strive to make a positive impact daily. Our mission, encapsulated in 'We Stand For Service,' reflects our commitment to our purpose.

The Corporate Trust Operations Manager for WSFS Institutional Services Division will oversee the daily functions of two operational teams. Responsibilities will encompass Registered Transfer Agent (RTA) item processing, account establishment, payment processing, reconciliations, audits, and DTC processing. Additionally, the role will involve managing our physical and securities custodian operations while ensuring adherence to SEC and OCC regulatory standards.

Key Responsibilities:
  • Lead a team of Corporate Trust Operations Specialists and Corporate Trust Custody associates, providing direction, training, and expertise on all Middle Office functions, including property inquiries as necessary.
  • Review and authorize account setups performed by other Associates.
  • Manage the comprehensive closing of new transactions by evaluating and negotiating governing documents, coordinating closing activities, and addressing outstanding issues with legal counsel and clients.
  • Oversee the physical document check-in process and verify custodial certifications.
  • Facilitate trading activities for DVP, DTC, and Fed settlements concerning client securities custodian accounts.
  • Ensure client satisfaction to promote retention and referrals by addressing account issues and responding promptly to inquiries.
  • Be attentive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
  • Contribute to both short-term and long-term strategies aimed at achieving specific revenue and expense objectives.
  • Exhibit a thorough understanding of policies and procedures while adhering to internal risk and regulatory requirements.
  • Manage multiple deadlines and participate in projects as required.
Minimum Qualifications:
  • Bachelor's degree in business or equivalent professional experience.
  • A minimum of 4 years of proven success in Corporate Trust.
  • Proficient in MS Office Suite; familiarity with TranStar is advantageous.
  • Strong numerical proficiency and basic accounting skills are essential.
  • Excellent verbal, interpersonal, and written communication abilities.
  • Meticulous attention to detail with the capability to organize workflow effectively.
  • Ability to work independently with minimal supervision and exercise sound judgment.
  • Capacity to read, interpret, and execute complex payment strategies related to Corporate Trust transactions.
  • Ability to communicate clearly and concisely with managers, clients, customers, and the public.

WSFS Bank is committed to inclusivity and support for individual needs.