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WM Trust Administrator 2
Job ID : 5086614
Location : North Carolina;Winston-Salem;NC-Winston Salem
Full/Part Time : Regular
Regular/Temporary : Regular
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.
3+ years financial, trust, or legal industry experience and/or equivalent education
Strong communication 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.
BA/BS in business preferred. 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.
Source : Wells Fargo career
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