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Years of Experience
Date Last Verified
WM Senior Fiduciary Administrator 3 - Personal Trust Market Service Team Duties: Administers the client account in order to create, expand and service WM FMS relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. May include: setting up, administering, terminating and distributing complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates directly with clients, WF partners and centers of influence as well as external resources, e.g. accountants or attorneys, who are related to the client accounts as part of day-to-day administration. Partners with WM professionals to identify and develop financial planning opportunities. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.
Qualification and Experience
Qualifications: 4+ years of experience in one or a combination of the following industries: financial, trust, or legal. Desired Qualifications: Ability to exercise independent judgment to identify and resolve problems. Ability to review trust agreement documents and ensure bank compliance. Ability to work effectively in a team environment. Ability to interact with all levels of an organization. Excellent verbal, written, and interpersonal communication skills. Strong analytical skills with high attention to detail and accuracy. Other Desired Qualifications: Strong knowledge and understanding of estate, trust, or fiduciary administration. Certified Trust and Financial Advisor (CTFA) or CERTIFIED FINANCIAL PLANNERâ„¢ (CFPÂ®) designation. A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management.
Close Date: 07/06/2018
Job ID: 5406023
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