Trust Associate
Location: Wilmington, Delaware
Description: M & T Bank is at the momment seeking for Trust Associate right now, this position will be presented in Delaware. For detail informations about this position opportunity please read the description below. -
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Description
:
Company Overview
Together, M&T Bank and Wilmington Trust, a part of M&T Bank Corporation, represent one of the country’s leading ! depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures. As one of strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals. Join our team of over 15,000 professionals and you’ll understand what drives our longstanding success: a promise of exceptional client service, a commitment to our communities, a focus on building long-term relationships, and a dedication to being the best employer you’ll ever have.
Trust Associate
Wilmington, DE
Basic Function:
In association with Senior Officers, advises clients in all aspects of their financial situation and co-ordinates the delivery of services, including but not limited to: investment management, trust, credit, planning, insurance, and banking services. Assists Advisor in his/her capacity as ! the Chief Financial Officer of an assigned base of clients. Ha! s responsibility for advising, servicing, and retaining a limited number of assigned client relationships. Career progression from this position would be to a Trust Expert or Investment Expert position within Private Client Advisory Services.
Responsibilities:
Daily Support: In conjunction with assigned team, prepare accurate and timely paperwork for daily transaction and maintenance requirements of client accounts. Verify daily activity journals for client accounts on a daily basis. Provide an appropriate level of daily phone coverage and monitor other means of client contact to ensure client service standards are being met.
Meeting Preparation: Prepare materials for client meetings in an accurate, complete and professional manner.
Special Projects and Relationship Management Support: Demonstrates the ability to interpret basic trust, planning, and investment disciplines in order to interpret or prepare client comm! unication vehicles. With respect to fiduciary accounts, drafts/develops dispositive summaries of trust documents and discretionary payment memos for review by Fiduciary Advisors. Thoroughly and completely research items related to trusts and/or client accounts when requested. Address questions that arise from client’s other advisors such as attorneys, money managers, CPAs, and tax accountants in a timely and appropriate manner and by utilizing appropriate resources.
Client Relationship Management: Cultivates and maintains relationship with a limited base of assigned clients, serving as a primary point of contact for all services for those particular clients. Actively monitors client's financial situations and proactively engages clients in considerations of changes or additions to their financial strategy. If applicable, works in conjunction with the assigned Senior Officer to develop fiduciary or other wealth management strategies that meet client objecti! ves and assists clients and their advisors in defining objectives as ne! eded.
Basic Qualifications:
- Bachelor’s degree or, in lieu of degree, four years relevant experience
- Three or more years of trust/financial planning or related experience with client contact.
- This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications.
- Effectively delegates tasks or projects.
Apply today at
www.mtb.com/careers
!
Primary Location
:
Delaware-Wilmington-Wilmington Center
Schedule
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Full-time
Job Posting
Mar 8, 2013, 3:52:22 PM
Unposting Date
Ongoing
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If you were eligible to this position, please deliver us your resume, with salary requirements and a resume to M & T Bank.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be started on: Fri, 08 Mar 2013 20:55:42 GMT