Trust and Estates/Attorney/In House/Morgantown, West Virginia
Location: Morgantown, West Virginia
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Morgantown, West Virginia right now, this position will be designated in West Virginia. More complete informations about this position opportunity please read the description below. Wealth Personal Trust Specialist III The candidate works in conjunction with the Wealth ! Management Team Leader and Fiduciary Support Manager to ensure uniformity, efficiency and quality in the administration of all fiduciary accounts assigned to the Wealth Management office. Assists the Wealth Management Team Leader in the implementation of all administrative procedures to comply with department policy and audit requirements. Serves as primary relationship manager for fiduciary accounts that may be complex and sensitive in nature. Adds value to the relationship by solving existing problems, anticipating possible problems, and developing a perspective on individual client situations to use as a vehicle for selling additional products and services. Provides technical support and participates in the supervision, training and development of support personnel through delegation of duties and assignments. Responsible for maintaining good working relationships with clients, IRM partners, attorneys, CPA's and other related professionals to assure quality service and t! o enhance business development opportunities. Keeps Wealth Man! agement Team Leader informed of administrative progress, complex issues, problems and complaints; makes suggestions to Wealth Team Leader for improvements and enhancements that will better assure quality service. Keeps up-to-date on legal issues, regulations, investment and tax issues, trends and developments in the trust banking industry. Participates in business development and cross-sell activities, with responsibility for assisting the Wealth Team in meeting sales goals assigned to the regional office.
The candidate should have a Bachelor's degree in trust management, investment management, business administration, banking or accounting/or equivalent education and related training. Completion of Graduate Trust School desired. A Certification as CTFA, CFSC, CFP or comparable designation desired. An Advanced Degree in Law, Business or Accounting desired. Must have 7-10 years of experience in administering trusts, estates and investment accounts. Strong analytical! , problem solving, interpersonal and relationship management skills needed. Strong communication abilities, including written, verbal and presentation skills essential.
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If you were eligible to this position, please give us your resume, with salary requirements and a resume to GCC Consulting.
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This position starts available on: Tue, 28 May 2013 08:38:46 GMT
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