Personal Trust Administrative Assistant
Location: Wilmington, Delaware
Description: M&T Bank is at the momment seeking for Personal Trust Administrative Assistant right now, this vacancy will be placed in Delaware. For complete informations about this vacancy opportunity please give attention to these descriptions. Wilmington Trust - Wilmington, DE
Personal Trust Administrative Assistant
Company Overview
Together, M&T Bank and Wilmington Tru! st, 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.
Responsibilities
- In conjunction with the Relationship Manager and assigned team members, prepare accurate and timely paperwork for daily transactions and maintenance requirements of client accounts.
- Verify daily activity reports for client accounts on a daily basis.
- Pr! ovide an appropriate level of daily phone coverage and monitor! other means of client contact to ensure client service standards are being met.
- Exercise independent judgment to provide high level support to clients and team.
- Assists Relationship Manager in his/her capacity as the Chief Financial Officer of an assigned base of clients.
- With respect to fiduciary accounts, drafts/develops dispositive summaries of trust documents and discretionary payment memos for review by Fiduciary Advisors.
- Thoroughly and completely researches 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 approprite manner and by utilizing appropriate resources
- Bachelor's degree, or in lieu of degree, four years equivalent training and/or work experience.
- One or more years of trust/financial planning or professi! onal work 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
Apply today at www.mtb.com/careers!
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If you were eligible to this vacancy, please email us your resume, with salary requirements and a resume to M&T Bank.
Interested on this vacancy, just click on the Apply button, you will be redirected to the official website
This vacancy will be started on: Sun, 02 Jun 2013 09:45:49 GMT
Apply Personal Trust Administrative Assistant Here