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Years of Experience
Date Last Verified
Wealth Management Fiduciary Administrator II - Fiduciary Terminations and Transfers Team The candidate will administer the client account in order to service Wealth Management Fiduciary Management Services (FMS) relationships while managing the risk of those accounts. 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, firm's 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 must 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 and Wealth Management, JD, Certified Financial Planner or Certified Trust Fiduciary Advisor. Knowledge and understanding of estate, trust, or fiduciary administration is required. Deadline : 15-8-2017
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