Tc Trust Administrator 2 Job in Wilmington, Delaware US

Tc Trust Administrator 2Administers 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 clients accounts as part of day to day administration. Read more […]

February 8, 2009 • Tags: , • Posted in: General • Comments Off on Tc Trust Administrator 2 Job in Wilmington, Delaware US