Wm Trust Administrator 2
Location: Minneapolis, Minnesota
Description: Wells Fargo is presently looking of Wm Trust Administrator 2 right now, this occupation will be depute in Minnesota. More complete informations about this occupation opportunity kindly read the description below. Job Title:
Wm Trust Administrator 2
Requisition Number:
3754611
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 ed! ucation
Minimum Qualifications
Strong commun! ication skills 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.
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 occupation, please send us your resume, with salary requirements and a resume to Wells Fargo.
Interested on this occupation, just click on the Apply button, you will be redirected to the official website
This occupation will be opened on: Tue, 04 Jun 2013 06:09:34 GMT
Apply Wm Trust Administrator 2 Here