WM Trust Administrator 2
Location: Minneapolis, Minnesota
Description: Wells Fargo is looking of WM Trust Administrator 2 right now, this career will be assigned in Minnesota. Detailed specification about this career opportunity please give attention to these descriptions. Job Title:
WM Trust Administrator 2
Requisition Number:
3728171
Schedule Type:
Regular
Work Hours:
40.00
! Telecommute Option:
Not Indicated
MN-Minneapolis
Location:
Job Description
Manages the client relationship and/or administers the client account in order to create, expand and service WM relationships while managing the risk of those accounts. Duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates 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 re-prioritizes if appropriate. May provide work direction.
Basic Qualifications
3+ years financial, trust, or legal industry experience and/or equivalent education
Minimum Qualifications
Strong communication sk! ills both verbally and in writing to internal partners or external clients.
Experience utilizing analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail.
Ability to work independently and apply sound judgment.
Good interpersonal skills with the ability to create and sustain partnerships.
Proficient in using a PC.
Preferred Skills
BA/BS in business.
In process of working toward CTFA, CFP, CPA or similar designation.
Specific experience with the administration of estates.
Experience working in a team environment.
Established working knowledge of trust, fiduciary law and federal regulations.
Relationship management experience.
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If you were eligible to this career, please email us your resume, with salary requirements and a resume to Wells Fargo.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career will be started on: Sat, 23 Mar 2013 09:21:12 GMT
Apply WM Trust Administrator 2 Here