Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is in need of Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this job will be presented in Delaware. More details about this job opportunity please give attention to these descriptions. Tc Senior Trust Administrator III The candidate administers the client account in order to create, expand and service WMG relationships whi! le 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, WF 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.
A BA/BS degree in business preferred. MBA or J.D. degree a plus. CTFA, CFP, CPA or similar industry designation will be considered.
Experience working in a team environment. Experience leading a team or directing the daily work of others. Established knowledge of trust, fiduciary law, and! federal regulations. Relationship management experience.
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Should have 5+ years financial, trust, or legal industry experience and equivalent education is required. Should have excellent communication skills both verbally and in writing to internal partners and external clients. Strong PC proficiency is essential.
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If you were eligible to this job, please give us your resume, with salary requirements and a resume to GCC Consulting.
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This job will be started on: Sun, 20 Oct 2013 12:15:26 GMT
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