Download App | FOLLOW US ON SOCIAL MEDIA
 Upload Your Resume   Employers / Post Jobs 

Trusts and Estates Attorney in La Crosse, WI

Trust Point Inc. Oct 11,2017 Sep 02,2017 Location La Crosse WI
This job is expired...

In-House

Attorney

Trusts and Estates

10-15 yrs required

Profile

Assistant Vice President - Wealth Management The candidate will provide the opportunity to work directly with clients in strategizing towards the preservation and continued growth of their trust assets. Responsibilities will include: Management of existing accounts. Promoting the reputation of the company through communication and interaction with centers of influence. Investigating and recommending trust and estate management and administration actions. Behaving as a mentor for other Trust Officers on any Trust issues. Should have Bachelors degree with 10-15 years experience in some or all areas of : account administration, investment management and financial markets, fiduciary law and compliance, tax and estate planning, personal financial planning. CFP, CTFA, CPA or JD, preferred.

Company info