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Years of Experience
Date Last Verified
WM Fiduciary Administrator 2 - Client Management Team The candidate on the Client Management Team 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. 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. Intermediate Microsoft Office skills are preferred. Strong analytical skills with high attention to detail and accuracy are preferred. Excellent verbal, written, and interpersonal communication skills are preferred. Must have ability to review trust agreement documents and ensure bank compliance. Should have knowledge and understanding of estate, trust, or fiduciary administration.
Deadline: 16 February, 2018
Job ID 5375365
Company infoHiring Coordinator