Job Details

Finance Banking Attorney in Philadelphia PA

Organization Type


Job Type


Date Last Verified

Jul 20,2019

Posted on

Jul 11,2019

Years of Experience

Min 1 yrs required


Philadelphia, PA, United States
Practice Area
Finance >> Finance - Banking
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WM Fiduciary Administrator 1
The candidate administers the client account and/or responds to client requests regarding trust and/or agency/custody accounts individually or in a team environment in order to service Wealth Management Fiduciary Management Services (FMS) relationships while managing the risk of those accounts. Under general supervision, duties typically include: reading, interpreting and applying trust document language to specific situations; making frequent distributions of cash or assets; conducting comprehensive reviews of account activity and terms of all types of accounts following **MEMBERS ONLY**SIGN UP NOW***. policies/procedures; and providing the general administration for a book of assigned investment management and trust accounts. Performs fiduciary duties as an officer of the bank. May identify customer needs and offer solutions. May have direct customer contact.

Qualification and Experience

The candidate should have 1+ year of experience in one or a combination of the following industries: financial, trust, or legal or one of the following degrees or certifications: BA or higher in Trust & Wealth Management, JD, Certified Financial Planner (tm) or Certified Trust Fiduciary Advisor. Should preferably have Strong analytical skills with high attention to detail and accuracy. Excellent verbal, written, and interpersonal communication skills are required. Must have solid problem solving and decision making skills. Close Date 07/27/2019

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