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Senior Trust Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Wilmington, DE
JOB DESCRIPTION

Job #: 42969
Title: Senior Trust Advisor
Job Location: Wilmington, Delaware - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

No new business goals

JOB DESCRIPTION

Top Tier Premier Wealth Management Firm seeks Senior Trust Advisor in Delaware to work with team members and UHNW clients on the administration and management of trust accounts.

  • Act as main point of contact on trust and fiduciary issues for book of key client relationships and fiduciary accounts
  • Review trust documents, point out issues, provide guidance to client teams in dealing with fiduciary matters
  • Communicate effectively regarding clients estate plans and assist with onboarding process for new clients
  • Supervise junior trust officers and client service professionals
  • Liaise with Wealth Advisors to provide superior client service and deepen relationships
  • Extensive client contact
QUALIFICATIONS

Requires 7+ years experience.

J.D/CTFA a plus

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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