Job Description:
Job Description:
Desired Qualifications:
- 5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company
- Experience working with trust officers/fiduciary specialists and making fiduciary related risk-reward decisions
- Demonstrated ability to intelligently and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and other external partners
- Technical expertise in areas of fiduciary, planning, tax regulatory, legal and compliance
- Strong ability to work in partnership with other functions/roles, including Legal and Risk
- Understanding of when to escalate matters
Skills:
- Advisory
- Critical Thinking
- Decision Making
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Collaboration
- Customer and Client Focus
- Executive Presence
- Policies, Procedures, and Guidelines
- Relationship Building
- Adaptability
- Attention to Detail
- Coaching
- Prioritization
- Written Communications
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Education Requirements or Certifications:
Desired Education and Designations:
B.A. or B.S. (four-year undergraduate degree) and J.D. degree.
Attorney licensed to practice law in at least one U.S. jurisdiction; familiarity with the Uniform Trust Code and general fiduciary laws and principles.
1st shift (United States of America)