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Finance - Banking Attorney in Sioux Falls, SD

Citigroup Inc Jun 24,2017 May 22,2017 Location Sioux Falls SD
This job is expired...

In-House

Attorney

Finance - Banking

Min 5 yrs required

Profile

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.

Additional info

Ref-17036126

Company info