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:

|