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Estate & Tax Planning Attorney in Philadelphia, PA

Charles Schwab & Co., Inc Jun 03,2022 May 04,2022 Location Philadelphia PA
This job is expired...

In-House

Attorney

Estate & Tax Planning

Min 5 yrs required

Profile

Trust Services Consultant The candidate will work directly with internal and external partners to identify, develop and close new trust businesses and uncover opportunities to assist clients with additional assets. Collaborate with internal partners (e.g. Wealth Strategists, Schwab Charitable) to deliver presentations to clients and partners explaining the benefits of using a corporate trustee and the trust services provided. Partner and collaborate with teammates, partners, advisors, attorneys, and clients to deliver an outstanding, white-glove experience that leads to qualified referrals from clients and centers of influence (e.g. attorneys and CPAs). Review trust agreements, court documents, and asset statements to assess acceptability of trust provisions and assets, profitability, and potential for risk in serving as trustee. Effectively communicate and follow up with partners, advisors, attorneys and clients. Coordinate with attorneys (local and otherwise) to accomplish judicial and non-judicial processes as needed to ensure that trusts align with requirements and applicable trust law. Mentor junior members of the team. Proactively participate and provide input into continuous improvement to procedures and processes to align with a “Through Client’s Eyes” perspective consistent with the client-first culture. Follow state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program. Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community.

Qualification and Experience

The candidate should have a solid understanding of trust principles and 5+ years of practical experience working with personal trusts; experience with trusts governed by Nevada or Delaware law is preferred. Consultative business development experience or equivalent client-facing legal experience. Demonstrated ability to develop and champion internal and external partnerships to generate qualified referrals. A JD with relevant coursework or CTFA required; may consider completion of CTFA within one year as a condition of employment for highly qualified candidates. Highly organized professional with the ability to take ownership, prioritize, handle and carry out multiple responsibilities. The instinct for distilling legal information into simple terms to deliver engaging educational presentations; equally adept at substantive trust conversations with estate planning attorneys. Upbeat and highly motivated self-starter with a problem-solving mentality. Reciprocal teammate with contagiously positive, outgoing, can-do demeanor. Availability to travel occasionally.

Additional info

Requisition ID 2022-81408.

Company info