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 career will be situated in Delaware. For detail informations about this career opportunity kindly read the description below. Wealth Management Senior Trust Administrator III The candidate administers the client account in order to create, expand an! d service WMG relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with WMG professionals to identify and develop financial planning opportunities. May communicate directly with clients, Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related to the client s accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.
The candidate should have B.A./B.S. degree in business. MBA or J.D. degree preferred. CTFA, CFP, CPA or similar industry designation desired. Must have 5+ years of financial, trust, or legal industry experience and equivalent education. Established knowledge of trust, fiduciary ! law, and federal regulations desired. Relationship management ! experience preferred. Application Deadline: September 3, 2013.
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If you were eligible to this career, please email us your resume, with salary requirements and a resume to GCC Consulting.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career will be opened on: Sat, 31 Aug 2013 10:44:22 GMT
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