Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is at present recruited Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this job will be reside in Delaware. For detail informations about this job opportunity kindly see the descriptions. Trust Officer Duties: Will be reporting to the Chief Fiduciary Officer (CFO). Will be responsible for administration and oversight! of all personal and institutional trust accounts assigned. In addition, the TO will assist the COO, CFO and company's team to develop procedures for the fiduciary review and acceptance of personal and institutional trust business and create standard documents and processes for acceptance of new clients. Oversee day to day administration of all personal trust and institutional trust fiduciary accounts assigned to them in conformance with all applicable laws, rules and regulations. Administer and manage assigned fiduciary accounts including account opening and maintenance, asset transfers, bill payment, principal and income accounting, discretionary distribution considerations, tax preparation and payments. Ensure fiduciary accounts are in compliance with all KYC/AML/BSA laws and regulations. Conduct initial and ongoing reviews of fiduciary accounts in conformance with all applicable laws, rules and regulations and prepare reports for the various BWT committees for these acc! ounts. Communicate to clients/trust grantors/co-trustees/benef! iciaries as well as internal company's referral or sales force, investment managers, and other interested parties regarding the administration and fiduciary activities of the trust accounts.
Basic Qualifications: Law degree. 5+ years of experience in trust and estate field including hands on experience administering trusts and estates as a corporate fiduciary. Must be familiar with fiduciary investment management principles and wealth transfer planning strategies and structures. Must be comfortable representing company's fiduciary capabilities to clients and other third parties. Preferred Qualifications: Securities licenses preferred such as Series 7, 63/65/66, 24. Additional certifications helpful such as LLM, MBA, CPA, CFA, CTFA. Familiarity with fiduciary laws and in particular DE laws as well as offshore trust law and practices would be desirable.
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If you were eligible to this job, please deliver us your resume, with salary requirements a! nd a resume to GCC Consulting.
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This job starts available on: Fri, 14 Jun 2013 07:25:18 GMT
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