Job Details

Trusts and Estates Attorney in Novato, CA

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Company name

Bank of Marin

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

5-10 yrs required

Location

USA Novato, CA

Date Last Verified

Sep 12,2018

Posted on

May 16,2018


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Profile

Trust Officer The candidate responsibilities will be properly administering and performing all duties on various types of trusts and managing relationships with beneficiaries and other clients of the Wealth Management and Trust Department. Position includes extensive client contact and requires in-depth knowledge of trust, tax, investment management and related areas including fiduciary accounting, investment portfolio theory, personal finance, real estate, and estate planning. The Trust Officer will be expected to work independently as well as in cooperation with members of the Wealth Management and Trust Department and other Bank staff. The officer will be expected to participate in business development which may include participation in professional and/or community organizations, cultivating and closing new business, and direct contact with qualified prospects. Will have the skills and personality type suitable to engage in networking with legal, accounting and insurance professionals throughout the Bay Area.

Qualification and Experience

The candidate should have Bachelor’s degree (BA) from four-year college or university. Law degree with experience in Estate Planning or CTFA certification from ABA is preferred. Should have 5-10 years proven trust administration experience. Proficiency in and practical work experience with Microsoft Office Suite (Word, Outlook and Excel) required. Should have substantial experience with trust administration. Solid understanding of investment management with particular emphasis on UPIA is required. Prior experience successfully cultivating and closing new business preferred. Must have strong analytical and communication (both verbal and written) skills.

Additional info

REF 148350BR

Company info

Hiring Coordinator
Bank of Marin
504 Redwood Boulevard
Suite 100
Novato, CA 94947