Trust Associate
Location: Wilmington, Delaware
Description: M & T Bank is employing Trust Associate right now, this career will be delegated in Delaware. Further informations about this career opportunity please read the description below. -
3CPM9
Description
:
Daily Support:
In conjunction with assigned team, prepare accurate and timely paperwork for daily transaction and maintenance requirements of client acco! unts.Verify daily activity journals for client accounts on a daily basis. Provide an appropriate level of daily
phone coverage and monitor other means of client contact to ensure client service standards are being met.
Meeting Preparation:
Prepare materials for client meetings in an accurate, complete and professional manner. Make appropriate travel arrangements.
Special Projects and Relationship Management Support:
Demonstrates the ability to articulate basic trust, planning and investment disciplines in order to interpret or prepare client communication vehicles. 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 utilizin! g appropriate resources.
Basic Skills Required:
Bachelor's degree or equivalent training and/or work experience.
Minimum one year of trust/financial planning or related experience with client contact.
Primary Location
:
Delaware-Wilmington-Wilmington Center
Schedule
:
Full-time
Job Posting
Sep 19, 2013, 3:56:23 PM
Unposting Date
Ongoing
- .
If you were eligible to this career, please give us your resume, with salary requirements and a resume to M & T Bank.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career starts available on: Thu, 19 Sep 2013 21:36:50 GMT