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Years of Experience
Date Last Verified
Wealth Management Senior Fiduciary Administrator 3 The candidate will be responsible for making sound fiduciary judgments and recommendations. Will work on setting up, administering, terminating and distributing complex Irrevocable Life Insurance accounts. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates directly with clients, firm 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.
Qualification and Experience
The candidate should have 4+ years of experience in one or a combination of the following industries: financial, trust, or legal. Must have in-depth knowledge and experience with fiduciary and life insurance administration exercising sound fiduciary judgment to mitigate risk. Strong analytical skills with high attention to detail and accuracy is desirable. Excellent verbal, written, and interpersonal communication skill is desirable. Strong knowledge and understanding of trust and fiduciary principles, taxation of trusts, and state and federal law regarding trusts is desirable. Certified Trust and Financial Advisor (CTFA) or CERTIFIED FINANCIAL PLANNERâ„¢ (CFPÂ®) designation is desirable. A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management is desirable. Knowledge and understanding of life insurance trusts is desirable. Prior experience in reading and interpreting beneficiary notification language within ILIT documents related to trust gifts is essential. Prior experience in reviewing life insurance premium notifications and understanding how to appropriately prepare client notifications based on the life insurance notification is essential.
Job ID 5372469
Company infoHiring Coordinator