Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is hiring Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this vacancy will be settled in Delaware. More details about this vacancy opportunity please give attention to these descriptions. Wealth Management Senior Trust Administrator III Duties: Administers the client account in order to create, expand and 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, 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.
Qualifications: BA/BS in business preferred. Graduate degree: MBA or JD a plus. CTFA, CFP, CPA or similar industry designation. 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. 5! + years financial, trust, or legal industry experience and equivalent education. Excellent communication skills both verbally and in writing to internal partners and external clients. Strong analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail. Strong interpersonal skills with the ability to create and sustain partnerships. Ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment. Strong PC proficiency.
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If you were eligible to this vacancy, please send us your resume, with salary requirements and a resume to GCC Consulting.
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This vacancy starts available on: Sat, 09 Nov 2013 14:07:38 GMT
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