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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Min 5 yrs required
Business Analyst, Fiduciary Solutions Group Duties: Review of FSG submissions, especially Trust Amendments, Trustee Resignations, Trustee Declinations, DE Statutory Trusts, investment management agency accounts, DE and SD directed trusts, and other revocable and irrevocable trusts. Such reviews require extreme attention to detail, complex analyses and problem solving, ability to undertake independent tax and/or legal research, significant tenure as a trust administrator, and experience as practicing as an attorney in private practice, specializing in trusts and estates. Assist Trust Officers with the resolution of trust administration queries. Assist with legal research as needed (e.g., updates to policies referencing state trust statutes). Assist with the preparation of the monthly new business report. Assist with the development of marketing materials and other new business-related documents requested by the Citi Trust sales manager or as deemed otherwise needed. Assist with leading and completion of special projects as assigned. Undertake the initial and annual identification of policies/documents identified as “owned†or “co-owned†by FSG that need to be updated in any regard and then assisting with the editing of the same.
Qualification and Experience
The candidate should have a JD Degree with 5+ years of experience working within a bank or financial institution as a trust administrator and working in private practice, specializing in trusts and estate matters.
Ref-17036126
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