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Trusts and Estates Attorney in Los Angeles, CA

Mitsubishi UFJ Financial Group, Inc Nov 20,2014 Nov 04,2014 Location Los Angeles CA
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Trusts and Estates

Min 5 yrs required

Profile

Senior Relationship Manager I - Corporate Trust Duties: Responsible for onboarding new bond transactions and day to day relationship management of customers related to those transactions. Analyze and interpret complex Corporate Trust and escrow documentation for new business and related amendments to existing business. Ensure required documentation is accurate and complete. Interact with clients, attorney, investment bankers, financial advisors and all internal business partners to facilitate the smooth onboarding of new business. Manage customer relationships as an escalation point to address client issues in concert with other business partners. Engage in regular customer calls to existing and new customers of Corporate Trust. Serve as a Subject Matter Expert to provide guidance to internal business partners.

Qualification and Experience

Qualifications: College degree preferred with 5+ years corporate trust experience. J.D. degree or comparable knowledge/experience preferred. 4-6+ years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following corporate trust relationship types; structured financial products, project finance, escrow, various corporate and municipal debt instruments, asset servicing, cash management products, investment accounting and performance services, and other value added services, and regulatory and industry requirements for clients and for the bank.Experience in Corporate Finance, Municipal Finance, Aircraft Leasing and Project Finance, preferred. Ability to analyze and interpret complex corporate trust legal documents. Excellent verbal and written communications skills. Proficient in use of desktop office software products and experience with technology platforms used for delivery of client services, preferably SEI and SunGard processing and accounting systems. Experience in client/bank technology connectivity and industry information delivery platforms desired. Excellent verbal skills with the ability to effectively communicate with team members with varying levels of financial sophistication.

Additional info

Ref-10001068-WD

Company info