Trust and Estates/Attorney/In House/Billings, Montana
Location: Billings, Montana
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Billings, Montana right now, this vacancy will be placed in Montana. More details about this vacancy opportunity kindly read the description below. Trust and Fiduciary Specialist Duties: Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, ! investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a 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 moderately complex trust accounts in order to develop or expand company's relationships. Responsible for sourcing new business and expanding current relationships by meeting with clients and prospects, and partnering with other company's 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 moderately complex accounts of all type! s in collaboration with the Trust Centers. Proactively 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 (i.e. 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.
Basic Qualifications: A J.D., LL.M., CFP or CTFA degree preferred. 6+ years of financial services industry experience. Expert knowledge of complex estate planning techn! iques and fiduciary laws. In-depth knowledge of estate, gift and fiduciary income tax. Excellent written and oral communication skills. Deadline: 05/25/2013.
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If you were eligible to this vacancy, please deliver us your resume, with salary requirements and a resume to GCC Consulting.
Interested on this vacancy, just click on the Apply button, you will be redirected to the official website
This vacancy will be opened on: Sat, 04 May 2013 10:18:05 GMT
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