Corporate Trust Middle Office Specialist I

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 regions 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.

WSFS Bank is currently seeking a Corporate Trust Middle Office Specialist (CTMOS) for WSFS Institutional Services Division (WIS). The CTMOS Primary responsibility will be for the day-to-day processing of Middle Office activities and assisting the Senior Middle Office Specialist. This will include but not limited to Registered Transfer Agent (RTA) item processing and account setup payments reconciliations and audits and DTC processing.

Job Responsibilities:

• Responsible for ensuring compliance with SEC and OCC regulatory requirements.
• Expected to be detailed oriented good with mathematical calculations able to work on their own within defined parameters and have high level communication skills.
• Responsible for handling multiple deadlines and take part in projects when needed.

Minimum Qualifications:

• Bachelors degree preferably in business or equivalent work experience.
• Minimum of 3 years demonstrated successful track record in a diverse Corporate Trust environment.
• Strong knowledge of MS Office Suite is required. Knowledge of TranStar is a plus.
• Must be proficient with numbers and basic accounting.
• Excellent verbal interpersonal and written communication skills are required.
• 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.
• 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.

Salary Range:

Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.

In addition to base salary WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package which includes medical dental and vision coverage; a 401(k) plan; life accident and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave military leave vacation and other paid time off sick leave in accordance with applicable state laws and paid holidays. Benefit offerings are subject to eligibility requirements legal limitations and may vary based on an Associates location and employment status. For more information about Associate benefits please visit 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.