Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
Trust Advisor The candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. Will execute the terms of any plan or document in which company serves as trustee, or agent while observing all policies and procedures, including those related to risk management and compliance. Will also develop, interpret and communicate more sophisticated estate planning issues to the client and team members. Support the advisor team in the presentation of fiduciary services to clients and prospects.
Qualification and Experience
The candidate should have a Bachelor's degree preferably with J.D., CFP, or other professional certification. Must have 5+ years of related experience in financial services industry. Should have high level of fiduciary and estate planning knowledge (technical expertise).
Req. ID: 121732BR
Company infoHiring Coordinator