Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 3 yrs required
Trust Officer The candidate will engage in high level trust administration; oversee all administration activities. Will identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning suggestions and ideas. Engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Identify and resolve client issues. Work with other specialists, read and interpret governing documents and agreements. Oversee risk management activities. Proven ability to partner effectively both internally and externally. Fiduciary professional with CTFA, CFP, AEP, JD degree, or CPA is needed. Should have 3+ years of trust administration and/or estate planning experience. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning is needed. Good people/partner communication skills / team player is advantageous. Knowledge of policies, procedures, regulatory requirements in wealth management is advantageous.
Sign Up Now