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 vacancy will be placed in Delaware. More complete informations about this vacancy opportunity kindly see the descriptions. WM Senior Trust Administrator III The candidate 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 wi! th clients, WF Partners and Centers of Influence as well as ex! ternal 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.
The candidate must have 5+ years of financial, trust, or legal industry experience and equivalent education. BA/BS in business is preferred. MBA or J.D. degree is desired. CTFA, CFP, CPA or similar industry designation a plus. Should have 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 are required. Should have 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 is needed. St! rong PC proficiency is must. Should have experience leading a team or directing the daily work of others. Must have established knowledge of trust, fiduciary law, and federal regulations. Relationship management experience is required. Deadline: 11/30/2013
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If you were eligible to this vacancy, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This vacancy starts available on: Thu, 28 Nov 2013 14:38:03 GMT
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