Private Account Administrator Ii

Profile

Private Account Administrator II
The candidate will be responsible for administering a portfolio of trust accounts and investment agencies ensuring that each account operates effectively. Responsibilities will include reviewing and administering a portfolio of trust accounts in accordance with the governing documents; managing customer relationships by fully understanding their needs and delivering an excellent experience; and profiling clients and establishing goals, objectives, and risk parameters. Bachelor's degree in a related field. Should have 3+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school. Demonstrated ability to administer complex fiduciary accounts. Excellent written and verbal communication skills. Proficient in Microsoft applications. CTFA, CFP, or similar professional designation.

Company info

Sign Up Now - EmploymentCrossing.com