Institutional Wealth Trust Strategist

Descripción del puesto

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager. Essential Duties and Responsibilities Administers assigned accounts according to the terms of the controlling document, applicable laws, regu…