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Trusts and Estates Attorney in Albany, NY

KeyCorp. Aug 28,2017 Aug 06,2017 Location USA Albany NY
This job is expired...

In-House

Attorney

Trusts and Estates

5-10 yrs required

Profile

Key Private Bank Trust Officer Duties: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. Fulfills fiduciary responsibilities, ensuring retention of business and reputation Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration Administers complex fiduciary accounts and assigned agency accounts. Analyzes and interprets legal instruments to determine duties and responsibilities of bank. Identifies and resolves potential trust and estate taxrelated issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Wealth Advisor (WA) and RMs to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes. Anticipates and advises clients on evolving financial goals and objectives. Executes, through the Comprehensive Practice Management process, prioritized proactive client contacts, per service standards. Compliance Maintains compliance with all internal policies and procedures, as well as, with regulatory and legal requirements. Mitigates risk on individual book of business. Assumes accountability for all delegated work on assigned accounts. Sales Meets or exceeds individual sales goals and contributes significantly to attaining team sales goals. Participates in relationship reviews as fiduciary expert on high net worth teams. Identifies and prioritizes trust and other opportunities to deepen relationships and enhance revenue. In collaboration with team members, presents ideas and solutions to clients and prospects. Participates with other team members or leads in the closing of new business. Participates in professional associations to demonstrate professional credibility and expand COI relationships. Reputation Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and cofiduciaries. Fosters close business relationships to develop client loyalty and new business opportunities. Creates and executes on opportunities to showcase as subject matter expert presenter. Enhance reputation with high net worth individuals and their influencers. Leadership Serves as onsite business lead for urgent matters in cases where functional management is remote. Supports business objectives through active advocacy and behavioral adoption. Promotes professional team atmosphere that encourages open expression of ideas and opinions leading to successful sales environment. Develops and maintains knowledge of investment process and results. Participates in commitment to community.

Qualification and Experience

Qualifications:
Trust Officer II: Undergraduate degree in business related field or equivalent experience 5-7 years of personal trust administration experience or equivalent work experience Excellent interpersonal and communications skills (both written and verbal). Strong customer focus. Ability to work as part of sales and client servicing team. Working knowledge of investments/securities. Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience.
Trust Officer III: Undergraduate degree in business related field or equivalent experience Seven plus years of trust administration or equivalent work experience Excellent interpersonal and communications skills (both written and verbal). Strong advisory focus in client work. Ability to work as part of sales and client servicing team. Experience managing high net worth book of business. Progress towards MBA, JD, CTFA or other professional certification. Working knowledge of investments/securities. Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. Prior experience as professional subject-matter-expert presenter, preferred.
Trust Officer IV: Undergraduate degree in business related field or equivalent experience. Strong preference for JD Degree, active registration with State Bar Association and relevant practice experience. 10+ years trust administration and fiduciary advisory services experience or equivalent work experience. Excellent interpersonal and communications skills (both written and verbal). Ability to advance business success of his/her sales and client servicing team through personal contribution. Expert management and relationship skills for high net worth business. Applied knowledge of investments/securities in support of sales and client servicing. Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. Prior experience as author of published industry articles, preferred. Prior experience as a professional subject-matter-expert presenter, preferred.
PREFERRED: JD Degree, CTFA, CPA, or CFP. Demonstrated sales accomplishments in high net worth market. Experience as professional subject-matter-expert presenter.

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