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Financial Associate

Wsfs Financial
  • Princeton, New Jersey
  • $53,744–$88,290.50
30+ days ago

Job Description

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.

The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience. This role manages client documentation, workflows, and communications while coordinating across functions to support efficient operations and relationship management. The Financial Associate also supports portfolio oversight and investment activities, helping ensure alignment with client objectives and firm strategies, while contributing to trust and estate administration through application of fiduciary standards. With a client-centric, planning-focused approach, this role helps strengthen relationships, identify growth opportunities, and support the delivery of advice-led solutions, while building broad experience across wealth management operations as a foundation for future advisory advancement.

Job Responsibilities:
  • Serve as primary point of contact for client service requests, including account opening/closing, asset transfers, cash movements, check deposits and general inquiries.
  • Build and maintain strong client relationships and deliver exceptional service, ensuring timely issue resolution and effective communication.
  • Support Wealth Directors, Investment Advisors, Wealth and Trust Advisors with client servicing needs such as reports, presentations, fee adjustments, terminations, and correspondence.
  • Prepare, review, and distribute client documentation (e.g., account paperwork, disclosures, Investment Policy Statements, retention letters), ensuring accuracy, completeness, and compliance.
  • Coordinate and support client meetings, including scheduling, preparing customized presentation materials, assembling performance reports, and occasionally participating in meetings.
  • Maintain accurate and up-to-date client data across CRM (Salesforce), custodial, and portfolio management systems.
  • Execute and support trading and portfolio management activities, including monitoring asset allocation, liquidity needs, overdrafts, and assisting with rebalancing and model adoption processes.
  • Assist with compliance and review processes (e.g., Reg 9 reviews, IPS tracking, portfolio compliance), reporting metrics and resolving exceptions as needed.
  • Manage multiple time-sensitive tasks simultaneously, including administrative support, client correspondence, and account maintenance activities.
  • Coordinate with internal teams and external advisors to support fiduciary responsibilities and ensure client needs are fully understood and met.
  • Contribute to investment and operational projects, system improvements, and reporting initiatives; provide system support and act as a resource for team members.
  • Support trust administration activities in accordance with fiduciary standards and firm policies.
  • Provide front office support, including client reception and phone coverage and general office and administrative functions, including managing documents and ordering supplies.
  • Participate in training, professional development, and industry or firm-related initiatives; represent the firm as appropriate.

Minimum Qualifications:
  • Bachelor's degree in trust management, business administration, finance or a business-related major is highly preferred.
  • 3 years of experience in one of the following preferred: a trust department of a bank, a financial services company, or a law firm dealing with trusts & estates. CFA track, CFP track, CTFA track, or investment coursework preferred.
  • Strong proficiency in Microsoft Office 365 (Excel, Word, PowerPoint, etc.).
  • Solid understanding of financial markets, fiduciary, tax, and estate planning concepts.
  • Strong customer service orientation with a commitment to delivering an excellent client experience.
  • Excellent written and verbal communication skills, with the ability to deliver complex or sensitive messages tactfully.
  • Ability to work independently, demonstrate initiative, and manage tasks efficiently with minimal supervision.
  • Strong problem-solving skills, with the ability to address complex client, operational, and procedural issues.
  • Working knowledge of securities processing, clearing, and investment/performance management platforms preferred.
  • Experience with trust accounting or investment systems preferred; familiarit

Numbers & Facts

LocationPrinceton, New Jersey
Salary$53,744–$88,290.50
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Skills

  • Administrative Managementunmatched
  • Administrative Skillsunmatched
  • Brokerageunmatched
  • Business Administrationunmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Communication Skillsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Customer/Client Researchunmatched
  • Develop and Maintain Customersunmatched
  • Document Managementunmatched
  • Documentationunmatched
  • Estate Planningunmatched
  • Fiduciaryunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Intrusion Prevention Systemsunmatched
  • Investment Accountingunmatched
  • Investment Managementunmatched
  • Investment Servicesunmatched
  • Legalunmatched
  • Liquidityunmatched
  • Maintain Complianceunmatched
  • Metricsunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Operational Supportunmatched
  • Operations Managementunmatched
  • Operations Processesunmatched
  • Order Suppliesunmatched
  • Performance Analysisunmatched
  • Performance Managementunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Process Modelingunmatched
  • Relationship Managementunmatched
  • Sales Managementunmatched
  • Salesforce.comunmatched
  • Securitiesunmatched
  • Service Deliveryunmatched
  • Stock Marketunmatched
  • Systems Administration/Managementunmatched
  • Tax Planningunmatched
  • Team Playerunmatched
  • Telephone Skillsunmatched
  • Time Managementunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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