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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
5-10 yrs required
Trust Counsel Attorney Duties: Responsible for promoting and growing the use of the services by providing reviews of client estate plans, and identification of issues and opportunities for planning, and attracting new client relationships by presenting the services to prospective clients. Responsible for providing legal counsel for the trust administration services provided by the trust company; legal analysis/advice regarding trust set-up, asset acquisition, and asset protection issues. Estate Planning. Promote the use of JTC services by existing clients and potential clients, by providing estate and charitable gift planning. Serve as in-house estate planning resource for staff and clients, including client education, review and summary of client estate planning documents, formulation of estate planning strategies, preparation of calculations, illustrations and presentation materials. Develop relationships with portfolio managers and their staff in order to help them problem solve and develop solutions to meet their clients’ needs while minimizing risk to the firm. Work with Senior Trust Counsel in analyzing and addressing legal risks within trust administration. Work with Senior Trust Counsel in providing legal counsel to trust staff regarding tax law, trust law, estate and probate administration, trust set-up, asset acquisition and asset protection. Serve as member of Trust Administration Committee. Responsible, along with Senior Trust Counsel, for 60-day reviews of JFOS trust accounts. Provide counsel for company/compliance.
Qualification and Experience
Qualifications: Law degree is required. Should have 5-10 years of experience in private practice (estate planning and trust/estate administration) or equivalent. Detailed knowledge of income, gift and estate taxes; estate planning techniques; and trust law is required. Working knowledge of basic principles of investment advisory services and financial planning is needed. Must have strong client focus; ability to work and thrive in a team environment; excellent interpersonal and communications skills; and ability to manage multiple projects simultaneously and work independently. Must be organized and detail-oriented.
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