Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is at present looking to employ Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this position will be delegated in Delaware. More details about this position opportunity kindly read the description below. Trust Team Manager The candidate manages a trust team within an office or center environment. Accountable for the perform! ance of the trust team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers moderately complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents, negotiate fees and approves discretionary distributions up to appropriate amount. Confers with trust clients regarding the establishment, administration and operation of trust accounts. Works to develop new business, retain/expand current relationships and cross sell WMG services by partnering with sales professionals and by developing center of influence relationships. Responsible for recruiting, interviewing, hiring, training, and developing trust team members. Works with investment managers to value assets, develop investment strategy and ensures execution of inve! stment strategy. May also have a book of business in addition ! to management responsibilities.
The candidate should have B.A./B.S. degree in business. Graduate degree like MBA or J.D. preferred. CTFA, CFP, CPA, CAP or similar industry designation desired. Must have 6+ years of financial or trust industry experience and 1+ year of experience managing direct or indirect reports and/or coordinating team workflow. Should preferably have ability to provide fiduciary oversight to moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management. Established knowledge of trust, fiduciary law, and federal regulations preferred. Relationship management experience desired. Experience with trust applications: PGCalc Giftwrap and SEI preferred. Experience in the field of Philanthropy, to include the management of charitable trusts and/or institutional planned giving accounts desired. Application Deadline: September 17, 2013.
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If you were eligible to this position, please give u! s your resume, with salary requirements and a resume to GCC Consulting.
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This position will be started on: Sat, 14 Sep 2013 11:22:07 GMT
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