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 career will be placed in Delaware. Detailed specification about this career opportunity kindly see the descriptions. Wealth Management 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 di! rectly with clients, 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.
The candidate should have B.A./B.S. degree in business. MBA or J.D. degree preferred. CTFA, CFP, CPA or similar industry designation desired. Must have 5+ years of financial, trust, or legal industry experience and equivalent education. Established knowledge of trust, fiduciary law, and federal regulations desired. Relationship management experience preferred. Deadline: November 30, 2013
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If you were eligible to this career, please email us your resume, with salary requirements and a resume to GCC Consulting.
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