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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
3-5 yrs required
Fiduciary Officer The candidate will administer a portfolio of trust relationships, assist with the efforts to attract and retain trust business, and serve as an expert resource to partners within Wealth by providing advice to current and prospective clients. Will design and implement best practices to ensure clients’ needs are met, and compliance with applicable law, governing instruments and Bank Policies and Procedures. Directly responsible for administration of select group of fiduciary account. Develop deep relationships with clients, identifying and establishing relationships with multi-generations. Administer assigned accounts, which may include: revocable and irrevocable trusts, institutional trust accounts, conservatorship accounts, custodial accounts, and Individual Retirement Accounts. May provide estate settlement services as needed. Partner with all divisions within Wealth Management (Retirement Plan Services, Private Banking, Financial Advisors) to meet/exceed client experience. Collaborate with other fiduciary officers to ensure coverage of assigned geographic area. Identify and establish relationships with Wealth Management referral sources, attorneys, CPAs and other professional centers of influence. Carry out all requirements of a Fiduciary, Personal Representative, Trustee or Conservator in accordance with governing instruments, directive of the Court, relevant government agencies, state law and departmental policies and procedures. Provide direction and oversight to Trust Administrators on client relations issues and/or to ensure compliance with regulations, clients’ needs and firm policies and procedures. Participate on Trust Account Review Committee and complete regulatory reviews for all assigned accounts in a timely manner. Document client contact efforts in accordance with service standards. Attend functions as a representative of firm and the Wealth Management Department. Actively participate in the activities of the local community. Participate on local community boards. Document community involvement through Angel Points system. Travel is needed to meet with clients on-site at various locations across assigned region. Participate on task forces for compliance and internal process improvements.
Qualification and Experience
The candidate should have a Bachelor's degree. Must have 3-5 years of experience in function. Should have 5-7 years of experience in industry. CTFA preferred. Should have 3-5 years of experience in Trust Administration, or 4+ years of experience pertaining to estate planning or 4+ years of professional or administrative experience in the financial industry. Should have 2+ years of experience in Trust School or Juris Doctorate is preferred. Strong knowledge of trust accounting, investments, taxation, insurance and estate planning essential. Proficiency in all Microsoft Office Applications, and experience with operating Bank Core System preferred, experience with trust accounting systems preferred. Advanced listening, written and oral communication skills essential.
ID 2019-8140.
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