Job Details

Administrative Assistant

Company name

Wilmington Trust Corporation

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jan 12,2020

Valid Through

Apr 26,2020

Posted on

Mar 26,2019

Years of Experience

Min 2 yrs required

Location

Los Angeles, CA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Corporate >> Corporate - General
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Profile

Administrative Assistant
The candidate works with Private Client Advisors and Private Bankers in generating new sales through client acquisition and expansion of existing clients by providing Wealth Management solutions to individuals, business owners and families. Generate new sales revenue through client acquisition and expansion of existing clients. Work closely with Private Client Advisors, Private Bankers, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long-term needs of the client. Recommend ideas, suggestions and alternative Wealth solutions by utilizing a team of specialists if applicable. Implement and deliver specific solutions. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. Cultivate and retain complex relationships with a base of clients, serving as primary support contact for services used by clients. Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the Bank brand. Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned.

Qualification and Experience

The candidate should have Bachelor's degree and 2 years’ investment, trust or fiduciary experience working with high net worth clients, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ investment, trust or fiduciary experience working with high net worth clients. MBA (Master’s degree in Business Administration) or JD (Juris Doctor) is desired. CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) certification is preferred.

Company info

Hiring Coordinator
Wilmington Trust Corporation
10250 Constellation Blvd 2800,
Los Angeles, CA 90067

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