Job Title: WM Senior Fiduciary Administrator 3

Job Location: Long Beach, CA

Salary: $66K to $120K

Job Description:

The company want to satisfy their customers’ financial needs and help them succeed financially. They’re looking for talented people who will put their customers at the center of everything they do. Join their diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. They help their clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wealth Management (WM) business is a leading provider of financial services to high-net worth clients, and to the affluent segment through partnerships between wealth brokerage services and the community bank. Investment & Fiduciary Services (IFS) is within WM and works with their clients to build, manage, preserve and transition their wealth. As one of the nation’s strongest financial institutions, they bring together a team of experienced professionals to gain insight into each client’s unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.

The WM Senior Fiduciary Administrator 3 administers the client account in order to create, expand and service WM FMS relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations.

Duties may include:

Setting up, administering, terminating and distributing 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, e.g. accountants or attorneys, who are related to the client accounts as part of day-to-day administration.

Partners with WM professionals to identify and develop financial planning opportunities.

Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate.

May act as mentor or team leader to provide work direction.

Required Qualifications

•4+ years of experience in one or a combination of the following industries: financial, trust, or legal

Desired Qualifications

•Ability to exercise independent judgment to identify and resolve problems

•Ability to review trust agreement documents and ensure bank compliance

•Ability to work effectively in a team environment

•Ability to interact with all levels of an organization

•Excellent verbal, written, and interpersonal communication skills

•Strong analytical skills with high attention to detail and accuracy

•Strong knowledge and understanding of estate, trust, or fiduciary administration

•Certified Trust and Financial Advisor (CTFA) or CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

•A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management

Candidate Must Have:

• Applicant meets the basic qualifications in the job description

Applicant Qualifications – EditYou have requested that Indeed ask candidates the following questions:

• How many years of either financial, trust, or legal experience do you have?
• How many years of independent judgment to identify and resolve problems experience do you have?
• How many years of review trust agreement documents and ensure bank compliance experience do you have?
• How many years of estate, trust, or fiduciary administration experience do you have?
• What is the highest level of education you have completed?
• Do you have the following license or certification: CTFA or CFP?
• Are you willing to undergo a background check, in accordance with local law/regulations?
• Are you in Long Beach, CA?
• Do you speak Proficient English (Must)?