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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Trusts and Estates
Min 4 yrs required
Regional Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of US Trust fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries. Should have 4+ years’ experience as a practicing Trusts and Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company performing a legal, risk or fiduciary line of business function. Must be Attorney licensed to practice law in at least one U.S. Jurisdiction. Should have B.A. or B.S. (four year undergraduate degree) and J.D. degree. Must have experience working with trust officers/fiduciary specialists and making fiduciary related risk-reward decisions. Should have aemonstrated 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 are needed.
Job number: 17027610
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