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Years of Experience
Date Last Verified
ProfileAssociate General Counsel Duties: Provides advice and guidance on bank fiduciary activities, including ERISA and Regulation 9. Provides advice and counsel on a broad range of fiduciary issues under ERISA, including the design, administration, internal operations and fiduciary requirements of the Bank’s Retirement Plan Services and Wealth and Investment Management business segments (Huntington Private Bank). Advises Huntington Private Bank management and businesses, including those responsible for providing account administration and related services, and provides analysis and input with respect to business projects and applicable legal and regulatory guidelines, including qualified retirement plans business and wealth investment management products. Coordinates complex projects involving multiple business segments and assists segments in the resolution of complex issues, products and strategies while ensuring compliance with regulatory requirements. Drafts and reviews client agreements and supports business segment training. Supervises and advises on complex/significant litigation and manages external counsel.
Qualification and Experience
Qualifications: JD Degree. 7-10 years relevant in-house or law firm experience, including in ERISA law or fiduciary activities or national banks. Strong working knowledge of ERISA, applicable provisions of the Internal Revenue Code and experience working with the Department of Labor, Internal Revenue Service, and/or The Office of the Comptroller of the Currency. Strong attention to detail and an ability to prioritize and work in a fast-paced environment. Strong communication skills; written and verbal. Excellent interpersonal skills. Demonstrated ability to negotiate time lines, delivery dates and resolve conflict. Experience related to fiduciary products and services.