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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 3 yrs required
WM Fiduciary Administrator II The candidate administers the client account in order to service WM 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 and asset allocations. Communicates directly with clients, 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. 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, JD, certified financial planner (tm) or Certified Trust Fiduciary Advisor. Ability to review trust agreement documents and ensure bank compliance is needed. Ability to take initiative and work independently with minimal supervision in a structured environment is essential. Knowledge and understanding of estate, trust, or fiduciary administration is needed. Excellent verbal, written, and interpersonal communication skills are essential. Deadline: 12 October, 2018.
Job ID 5435778
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