Job Details

Legal Staff Paralegal in New York City, NY

This job is expired...

Company name

U.S. Trust

Organization Type

In-House

Job Type

Legal Staff

Practice Area

Trusts and Estates

Years of Experience

Min 1 yrs required

Location

USA New York City, NY

Date Last Verified

Mar 11,2018

Posted on

Mar 10,2018


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Profile

Trust Admin Officer I The candidate primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers etc. Perform general administrative duties such as typing, filing and copying. Secondary responsibilities include the potential identification of new business opportunities from existing book of business. Non-licensed associate. Should have 1+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients at US Trust OR another wealth management organization. Must be technically proficient in fiduciary law, tax investments and administration. Bachelor’s degree OR someone working towards their 4 year degree is required. Additional Legal, Paralegal and/or J.D. a plus. Fiduciary Education and Training is desired. Highly Desired: paralegal or relevant legal and /or trust administrative experience.Trust Admin Officer I The candidate primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers etc. Perform general administrative duties such as typing, filing and copying. Secondary responsibilities include the potential identification of new business opportunities from existing book of business. Non-licensed associate. Should have 1+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients at US Trust OR another wealth management organization. Must be technically proficient in fiduciary law, tax investments and administration. Bachelor’s degree OR someone working towards their 4 year degree is required. Additional Legal, Paralegal and/or J.D. a plus. Fiduciary Education and Training is desired. Highly Desired: paralegal or relevant legal and /or trust administrative experience.

Additional info

Job number: 18013411

Company info

Hiring Coordinator
U.S. Trust
114 West 47th Street
7th Floor
New York City, NY 10036