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Trusts and Estates Attorney in Waupun, WI

General Counsel Consulting Aug 21,2014 Location Waupun WI
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Trusts and Estates

Min 5 yrs required

Profile

General Counsel Consulting (GCC) is the only professional firm that works full time to find openings and make placements for General Counsel and in-house counsel. By working only for in-house counsel over the years, we have developed exclusive resources for advancing your legal career. TC Trust Administrator 3 Duties: 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 with clients, the banks Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related to the clients 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. Basic Qualifications: 5+ years of financial, trust, or legal industry experience and equivalent education. 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. 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. Strong PC proficiency. Preferred Qualifications: BA/BS in business preferred. Graduate degree: MBA or J.D. degree preferred. CTFA, CFP, CPA or similar industry designation. Experience working in a team environment. Experience leading a team or directing the daily work of others. Established knowledge of trust, fiduciary law, and federal regulations. Relationship management experience.

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