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In-House
Attorney
Trusts and Estates
Min 3 yrs required
WM Fiduciary Administrator 2 - Personal Fiduciary Service Team The candidate's duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates 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 re-prioritizes if appropriate. May provide work direction.
Qualification and Experience
The candidate should have 3+ years of experience in one or a combination of the following industries: financial, trust, or legal; or 2+ years of experience in one or a combination of the following industries: financial, trust, or legal plus one of the following degrees or certifications: BA or higher in Trust & Wealth Management, JD degree, Certified Financial Planner or Certified Trust Fiduciary Advisor. Should have intermediate Microsoft Office skills. Strong analytical skills with high attention to detail and accuracy. Excellent verbal, written, and interpersonal communication skills. Ability to review trust agreement documents and ensure bank compliance. Knowledge and understanding of estate, trust, or fiduciary administration. Solid problem solving skills.
Job ID: 5338908
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