Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this position will be presented in Delaware. More complete informations about this position opportunity please read the description below. Wealth Management Senior Trust Administrator III The candidate administers the client account in order to cre! ate, 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, company 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 preferably have BA/BS in business. MBA or J.D. degree is a plus. CTFA, CFP, CPA or similar industry designation is preferred. Established knowledge of trust, fiduciary law, and federal regulations is a plus. Relationship management expe! rience is preferred. Should have 5+ years financial, trust, or! legal industry experience and equivalent education. Must 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 needed. Should have strong interpersonal skills with the ability to create and sustain partnerships. Must have ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment. Strong PC proficiency is needed. Deadline: 11/12/2013
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If you were eligible to this position, please send us your resume, with salary requirements and a resume to GCC Consulting.
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This position will be started on: Sat, 09 Nov 2013 14:07:39 GMT
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