Fiduciary Specialist

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

We are seeking a motivated and detail-oriented Fiduciary Specialist to support Trust Officers in delivering exceptional service to Delaware Advantage trust and agency clients, their advisors, and other key stakeholders. This role requires a strong understanding of fiduciary principles, trust operations, securities processing, and trust accounting systems. The position involves frequent communication with both internal teams and external clients and includes participation in select client meetings. The incumbent will be a critical liaison between Trust Officers, Operations Partners, and other internal departments to ensure seamless and efficient service delivery.

Job Responsibilities:

• Provide comprehensive administrative support to Trust Officers and other client-facing team members.
• Build and maintain strong working relationships with internal stakeholders, including Trust Operations staff, Investment Managers, and third-party vendors.
• Effectively manage multiple time-sensitive responsibilities, prioritizing tasks in a dynamic and fast-paced environment.
• Demonstrate agility in shifting priorities and adapting to changing client and operational needs.
• Prepare for and participate in client meetings and internal departmental discussions as needed.
• Assist in the onboarding and closing of trust and agency accounts.
• Support additional tasks and responsibilities as assigned, contributing to the overall success of the team.

Minimum Qualifications:

• Associate’s degree or higher in Business, Accounting, Finance, or a related field.
• Minimum of 3 years’ experience in trust administration, financial services, or a client-facing support role in a fiduciary environment.
• Strong analytical and problem-solving abilities with high attention to detail.
• Exceptional interpersonal and communication skills, with a client-first mindset.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Working knowledge of trust accounting systems, such as SEI Wealth Platform, or similar platforms.
• Experience with securities trading systems and the ability to access and interpret trade confirmations from third-party portals.
• Demonstrated intellectual curiosity, a commitment to professional growth, and a proactive approach to supporting team goals.

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s 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 Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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 [email protected].

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.