Wm Trust Associate 2 Job in Harrisburg, Pennsylvania US
Wm Trust Associate 2
This position is within the Special Needs Trust department, a national strategic business unit, working directly with Trust Clients to create, enhance and expand their WMG Relationships. Assists Trust Administrators with account administration, sales activities and relationship management. Provides proactive client service and addresses client inquiries. Interacts frequently with clients, internal departments and/or external resources to research and resolve complex operational issues related to moderately complex to highly complex accounts. Assists in profiling and may identify client retention issues as well as potential new business opportunities across WMG product lines. Prepares preliminary client correspondence and customized professional client presentation materials to support sales/marketing efforts. Demonstrates basic to intermediate product knowledge and an ability to strategize around ways to identify new business opportunities. May assist with financial/wealth planning such as less complex spreadsheet preparation and analysis. Understands trust terminology and has the knowledge to interpret basic trust documents. Provides basic administrative support such as phone coverage, calendar maintenance, travel planning, etc. May provide work direction and training to other Trust Associates. Basic Qualifications: 2+ years administrative support experience. Minimum Qualifications: 3+ years experience in administrative support 2+ years experience in the financial services industry Proficiency in all Microsoft Office applications 2+ years experience communicating with clients both written and verbal Preferred Skills: Estate and Trust Administration Experience Understanding of Fiduciary Terminology College degree Experience with SEI, CSS, Client Link