Estate Administrator
Estate Administrator - Wealth Management (Job Number: 1213976)
Description
The incumbent will be responsible for the administration of assigned accounts (15-20 estate; up to $10,000,000 in value) with a latitude of independent authority. The incumbent will consult with the regional unit manager on complex problems and make appropriate recommendations for resolution of these problems. The incumbent will be accountable for new business goals to include both current and future business and may be required to participate in one or more project committees or task forces.
Qualifications
The incumbent will have an undergraduate degree with 5-10 years estate/trust experience or equivalent work experience. The incumbent will possess an array of skills to include investment management and accounting experience, legal knowledge, tax experience, business acumen, and organizational ability. Must have working knowledge of Microsoft Office products. Must have ability to interface with all levels of management and clients.
Primary Location: United States-USA-NY-New York
Other Locations
: United States-USA-New Jersey-Madison, United States-USA-Connecticut-Greenwich, United States-USA-NY-White Plains
Internal Jobcode: 03886
Job: Wealth Management
Organization: Wealth Management Investments-HR06263
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