Trust and Estates/Attorney/In House/Anchorage, Alaska
Location: Anchorage, Alaska
Description: GCC Consulting is at present recruited Trust and Estates/Attorney/In House/Anchorage, Alaska right now, this job will be depute in Alaska. Further informations about this job opportunity kindly see the descriptions. Senior Trust and Fiduciary Specialist The candidate will serve as a fiduciary expert that applies deep knowledge and skills in the area of trust and es! tate matters, investment management, wealth transition, and financial planning to serve high net worth and ultra high net worth clients. May partner with a Relationship Manager or perform the role of Relationship manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace. In some cases, may administer and manage the risk of complex trust accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by initiating meetings with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Serves as relationship manager or team member for a book of business, identifying and addressing wealth management issues with clients, underwriting/accepting new accounts, administering, terminating and distributing the most c! omplex accounts of all types in collaboration with the Trust C! enters. Engages with clients in wealth planning related conversations; collaborates with partners to develop and propose solutions. Works with investment manager to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (charitable management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory and compliance standards. Act as lead by providing work direction to a small team of administrators. May act as mentor. Demonstrates potential to manage small teams. May act in absence of Regional Tru! st Manager.
The candidate should preferably have advanced degree and/or professional designation such as CTFA, CPA, CFP, J.D. or equivalent. Must have 10+ years of relationship management experience with 6+ years of trust/fiduciary experience demonstrated through work, military or education experience. Should preferably have 5+ years of experience in Financial Planning, Investments, or sales of financial products. Experience in Trust and Estate matters for 3+ years is desired. Application Deadline: September 30, 2013.
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If you were eligible to this job, please deliver us your resume, with salary requirements and a resume to GCC Consulting.
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This job will be started on: Sat, 14 Sep 2013 11:22:06 GMT
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