Job Responsibilities:
- Provide legal advice and support to the US Trusts & Estates business.
- Research and analyze US state statutes, common law, and state-specific variations of uniform laws.
- Interpret estate and trust account documentation and draft forms for administration.
- Analyze issues related to charitable fiduciary accounts, oil & gas, minerals, and tax matters.
- Manage engagements of external counsel and oversee analysis and deliverables.
- Advise on laws and regulations applicable to the Private Bank’s US corporate trustee entities.
- Collaborate with the legal team, business units, and support functions on projects and initiatives.
- Ensure compliance with 12 CFR Part 9 regulatory issues.
- Foster a diverse, inclusive, and respectful work environment.
- Escalate issues appropriately and work independently.
- Communicate effectively with stakeholders.
Required Qualifications, Capabilities, and Skills:
- Juris Doctor or educational equivalent required.
- Minimum of 4 years of relevant trust and estate law firm, financial institution, or comparable experience.
- Licensed to practice law and in good standing in the state of employment.
- Strong interpersonal, analytical, and problem-solving skills.
- Excellent oral and written communication skills.
- Ability to handle a wide variety of issues in an organized and prioritized manner.
Preferred Qualifications, Capabilities, and Skills:
- Experience in tax, charitable, digital, or regulatory matters.
- Ability to work independently and escalate issues appropriately.
- Strong attention to detail and organizational skills.
- Experience managing external counsel engagements.
- Familiarity with laws and regulations affecting corporate trustee entities.
- Commitment to fostering a diverse and inclusive work environment.
- Ability to collaborate effectively with cross-functional teams.