Job Details

Legal Staff Paralegal in Dallas, TX

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Company name

U.S. Trust

Organization Type

In-House

Job Type

Legal Staff

Practice Area

Trusts and Estates

Location

Dallas, TX

Date Last Verified

Jan 20,2018

Posted on

Jan 13,2018

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Profile

Trust Admin Officer II - ML The candidate will assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. Will assist in the handling of inquires, either directly or as a research resource, Financial Advisors (FAs), clients or clients’ outside advisors. Specific trust experience and/or familiarity with the company’s risk parameters and policies and procedures is preferred. Strong verbal and written communication skills are critical for this role, as it requires significant telephone and written interaction with clients, their Financial Advisors and intermediaries. Knowledge of basic trust concepts and vehicles is essential. Awareness of basic fiduciary and tax laws, fiduciary investment strategies and practice and procedures for their area of responsibility is essential. Must have awareness of risk parameters and the ability to apply them to situations. Knowledge of policy and procedures is essential. 1+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent) is essential. Technically proficient in fiduciary law, tax investments and administration is essential. Bachelor’s Degree is required. Additional Legal, Paralegal and/or JD degreea plus Fiduciary Education and Training is desired

Company info

Hiring Coordinator
U.S. Trust
2001 Ross Avenue
Suite 2700
Dallas, TX 75201