Trust and Estates/Attorney/In House/Radnor, Pennsylvania
Location: Radnor Pennsylvania
Description: GCC Consulting is hiring Trust and Estates/Attorney/In House/Radnor, Pennsylvania right now, this career will be placed in Pennsylvania. More complete informations about this career opportunity please give attention to these descriptions. Senior Trust and Fiduciary Specialist Duties: Fiduciary expert that applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve High Net Worth and Ultra High Net Worth clients. May partner with a Relationship Manager or perform the role of Relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition thro! ugh leveraging fiduciary skills and knowledge in the marketpla! ce. In some cases, may administer and manage the risk of complex trust accounts in order to develop or expand company's relationships. Responsible for sourcing new business and expanding current relationships by initiating meetings with clients and prospects, and partnering with other company's professionals in proactive, demand-creating activities. Serves as relationship manager or team member for a book of business, identifying and addressing wealth management issues with clients, underwriting/accepting new accounts, administering, terminating and distributing the most complex accounts of all types in collaboration with the Trust Centers. Proactively engages with clients in wealth planning related conversations and collaborates with partners to develop and propose solutions. Works with the Investment Manager to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (i.e. charitable ! management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of client's total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants and attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory and compliance standards. May act as a mentor and provide work direction to a small team of administrators. Demonstrates potential to manage small teams and may act in absence of Regional Fiduciary Manager.
Basic Qualifications: Advanced accreditations: J.D. CFP, CTFA, CPA degree is preferred. Local market knowledge and centers of influence is a plus. 6+ years of trust/fiduciary experience demonstrated through work, military or education experience. Effective January 1, 2014, persons in this positio! n must meet the Consumer Financial Protection Bureau loan originator qu! alification requirements and must comply with company's policies related to these requirements. 3+ years of sales experience in trust, investment management, or financial planning. The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements including additional screening. Deadline: 01/03/2014.
- .
If you were eligible to this career, please email us your resume, with salary requirements and a resume to GCC Consulting.
If you interested on this career just click on the Apply button, you will be redirected to the official website
This career starts available on: Fri, 06 Dec 2013 15:02:07 GMT
Apply Trust and Estates/Attorney/In House/Radnor, Pennsylvania Here