Wm Trust Administrator 2
Location: Austin, Texas
Description: Wells Fargo is presently looking of Wm Trust Administrator 2 right now, this position will be presented in Texas. For complete informations about this position opportunity kindly read the description below. Job Title:
Wm Trust Administrator 2
Requisition Number:
3814303
Schedule Type:
Regular
Work Hours:
40.00
Telec! ommute Option:
Not Indicated
TX-Austin
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
Min! imum Qualifications
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.
Preferred Skills
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
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If you were eligible to this position, please email us your resume, with salary requirements and a resume to Wells Fargo.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position starts available on: Thu, 21 Nov 2013 21:00:41 GMT
Apply Wm Trust Administrator 2 Here