WSFS Bank · 4 months ago
Corporate Trust Middle Office Group Manager
Wilmington, DE
Full-time
Onsite
Mid Level
$63K/yr - $103K/yr
4+ years expWSFS Bank is a locally headquartered bank and wealth management company committed to empowering its associates and serving its communities. The Corporate Trust Middle Office Group Manager will oversee the processing of Custody Services, manage a team, and provide leadership and expertise in custody services for various financial documents. This role is crucial for ensuring client satisfaction and adherence to regulatory requirements while contributing to strategic goals.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's degree, preferably in business, or equivalent work experience
Minimum of 4 years demonstrated successful track record in Corporate Trust or equivalent field related to custody services
Strong knowledge of MS Office Suite is required
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
Preferred
Technical knowledge of running metrics utilizing MS Office Suite applications for tracking and monitoring of work production
Benefits
Medical, dental, and vision coverage
401(k) plan
Life, accident, and disability insurance
Flexible spending accounts (FSAs) and health savings accounts (HSAs)
Wellness programs
Paid parental leave
Military leave
Vacation and other paid time off
Sick leave in accordance with applicable state laws
Paid holidays
Company
WSFS Bank
WSFS Bank is the seventh oldest, continuously-operating bank in the United States.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-12-09Post Ipo Debt· $200M
1986-12-05IPO
Leadership Team
A
Alyson Beasley Bradley
SVP/Chief Auditor
Brooke Moyer
SVP & Director of Loan Syndications
Recent News
2025-11-05
2025-11-03
Company data provided by crunchbase