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Years of Experience
Date Last Verified
WM Fiduciary Administrator II The candidate on the Philanthropic Services Planned Giving Team provides specialized trust administration, risk management, and specialized services for institutional planned giving clients with deferred giving programs that include charitable remainder trusts, pooled income fund trusts, and charitable gift annuities within a centralized trust center environment. Administer charitable remainder trusts, charitable lead trusts, perpetually charitable trusts classified as private foundation and supporting organizations, and charitable investment accounts in a centralized trust center environment. Provides fiduciary oversight and handles moderate complex issues regarding governing document interpretation, fiduciary risk and the client account in order to create, expand and service WM 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 philanthropic accounts of all types. Partners with relationship managers and sales specialists to develop new business, retain/expand current relationships and cross sell WM services. May communicate directly with clients, Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related to the clientsâ€™ accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May provide work direction.
Qualification and Experience
The candidate should 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 & Wealth Management, J.D., Certified Financial Planner (TM) or Certified Trust Fiduciary Advisor. Charitable Trust Administration experience is required. Should have experience working in a trust administration middle office. Must have relationship Management experience. Experience with trust applications: SEI, PGCalc, and Giftwrap is required. should have experience running a planned giving program for a charitable organization. Should have ability to review trust agreement documents and ensure bank compliance. Must have ability to take initiative and work independently with minimal supervision in a structured environment. Knowledge and understanding of estate, trust, or fiduciary administration is required. Knowledge and understanding of philanthropic concepts is required. Should have solid problem solving skills. Established knowledge of all types of charitable entities, trust, fiduciary law, and federal regulations.
Close Date 08/21/2018
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