WM SR TRUST ADMINISTRATOR 3
Location: Philadelphia, Pennsylvania
Description: Wells Fargo is employing WM SR TRUST ADMINISTRATOR 3 right now, this vacancy will be depute in Pennsylvania. More details about this vacancy opportunity please give attention to these descriptions. Job Title:
WM SR TRUST ADMINISTRATOR 3
Requisition Number:
3741451
Schedule Type:
Regular
Work Hours:
40.00
Not Indicated
PA-Philadelphia
Location:
Job Description
Administers the client account in order to create, expand and service WMG relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with WMG professionals to identify and develop financial planning opportunities. May communicate directly with clients, WF 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 reprioritizes as appropriate. May act as mentor or team leader to provide work direction.
Basic Qualifications
5+ years financial, trust, or legal industry experience and! equivalent education
Minimum Qualifications
! Excellent communication skills both verbally and in writing to internal partners and external clients.
Strong analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail.
Strong interpersonal skills with the ability to create and sustain partnerships.
Ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment.
Strong PC proficiency.
Preferred Skills
BA/BS in business. Graduate degree: MBA or JD preferred.
CTFA, CFP, CPA or similar industry designation.
Experience working in a team environment.
Experience leading a team or directing the daily work of others.
Established knowledge of trust, fiduciary law, and federal regulations.
Relationship management experience.
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If you were eligible to this vacancy, please email us your resume, with salar! y requirements and a resume to Wells Fargo.
Interested on this vacancy, just click on the Apply button, you will be redirected to the official website
This vacancy will be started on: Mon, 29 Apr 2013 23:25:45 GMT
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