Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is currently seeking to employ Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this occupation will be assigned in Delaware. More details about this occupation opportunity kindly see the descriptions. Trust Advisor Duties: Will provide trust administration and relationship management services to an assigned book of De! laware trusts. In this role, will support advisor teams across company's wealth management in serving high-net-worth and ultra-high-net worth client relationships of which the Delaware trusts assigned. Will interact directly with clients on all matters relative to their Delaware Trusts as well as local-market client facing officers within company, attorneys and accountants. With strong knowledge of fiduciary and estate planning topics, will execute the terms of the trusts assigned to you while observing all company's Delaware Trust Company policies and procedures including those related to risk management and compliance. Will also have the opportunity to develop, interpret, and communicate estate planning issues to clients and team members while helping to manage multifaceted accounts and service experiences of clients with sophisticated estate planning and administrative needs.
Requirements: A J.D. CFP or other professional certification preferred. A releva! nt Bachelor's degree or equivalent. 5+ years of client service! experience, preferably in high net worth industry. High level of fiduciary and estate planning knowledge (technical expertise), and a solid understanding of financial markets. Must be able to listen and interpret, gather objective information, negotiate, and respond or inspire at all levels of interaction. Excellent leadership, relationship management, presentation, salesmanship, profiling, communication and customer service skills. Ability to effectively communicate at all levels, internally and externally. Strong computer skills and proficiency with technology desired. Some travel may be required.
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If you were eligible to this occupation, please send us your resume, with salary requirements and a resume to GCC Consulting.
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This occupation will be opened on: Thu, 05 Sep 2013 10:57:34 GMT
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