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Senior Account Manager, WM Advisory
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$85,330 - $115,230 a year
Full-time
- Sr Account Manager, Wealth Management Advisory
- Responsible for coordinating account administration of complex fiduciary, investment management, estate settlement, and/or custody accounts.
- This partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team.
- Manage accounts in accordance with fundamental fiduciary duties and responsibilities, considering legal requirements, terms of the documents, NT policies & procedures, assessment of fiduciary and business risk, client needs and Trust & Advisory resources.
- Assist Trust Advisors and Portfolio Managers in monitoring account transactions and overdrafts in accordance with fiduciary policy guidelines.
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