Job Details

Internal Trust Specialist

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Hopewell, NJ

Date Last Verified

Sep 18,2017

Posted on

Aug 15,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary investment and administration requirements of trusts. Will advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. Will perform book reviews to identify clients who may be good candidates for trust company services. Will make proactive calls to the firms financial advisors to discuss indentified opportunities and strengthen relationships with the financial advisors. Will utilize appropriate software to track sales activities

Qualification and Experience

The candidate must have previous Trust and/or Managed Money experience wth proven Sales experience. Must possess strong interpersonal skills. Should have strong verbal and written communication skills. Must have ability to work under pressure, meet deadlines and clearly defined measurements. Must have bachelors degree.

Additional info

Job number: 17056578

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