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 depute in Delaware. More details about this job opportunity please give attention to these descriptions. Private Client Fiduciary Advisor The candidate serves as the primary officer supporting the sale and service of trusts, investment agencies, a! nd custody accounts. Facilitates and maintains the internal business review process necessary to determine Wilmington Trust Company s ability to accept new fiduciary business opportunities. Acts as a key interface with clients and their advisors in developing and implementing solutions. Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account opening activities. Pre-acceptance review of trust documents and applicable law to uncover any potential legal, tax, operational, investment or administrative pitfalls. Provides support for establishing new trust accounts and coordinates the new account opening process in compliance with all policies and procedures. Represents Wilmington Trust to clients, centers of influence and professional organizations so that Wilmington Trust continues to be viewed as the expert in this market sector. Participates in sales effort with Pri! vate Client Advisors, as appropriate, through coordination of ! client presentations, bringing in additional experts as needed. Keeps abreast of current trends and changes in trust, estate, tax and fiduciary law. Prepares trust planning and administration presentation books based on client preference. Serves as training resource to Administrative Associates and junior level staff. May have direct external and internal contacts at all levels.
The candidate should have Bachelor s degree or 4 equivalent years of work experience. Must have 1+ years of experience independently administering fiduciary accounts or demonstrated fiduciary expertise, in a related capacity or as a part of a team, or related legalusiness experience in the financial industry. CFTA, CFP or JD with concentration in tax, trust and estate law are preferred. Experience with trust and tax planning and some basic investment knowledge is a plus. 5 years of trust management experience or equivalent experience working with complex legal documents is preferred. Should! ideally have experience with trust software; Global Plus and/or SEI and experience managing client relationship accounts.
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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: Wed, 20 Nov 2013 14:20:16 GMT
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