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Date Last Verified
Years of Experience
ProfileTrust Counsel The candidate will be responsible for providing guidance to designated Trust Administrators on a daily basis. Reviewing openings and closings of trust-related accounts. Referring questions to outside counsel as necessary. Addressing beneficiariesâ€™ questions. Reviewing exercises of discretion, including principal income and distributions of income. Attending presentations to prospective clients. Providing direction on opportunities and staying abreast of competitor offerings and structure making relevant recommendations to senior management to improve competitiveness. Provides general new business support including updating Trust Topics materials as required/requested and attending lawyer networking functions. Participates in department projects and initiatives including preparing materials for the Staff Board of Directorsâ€™ Trust Committee, attending Staff Board of Directorsâ€™ Trust Committee and acting as Secretary and liaising with Trust, Estate, Tax and Custody on relevant changes in legislation and regulations. Working with the National Head of Trusts and Estates and other colleague to execute our International Trust Strategy focusing on US cross-border planning.
Qualification and Experience
The candidate should have JD Degree/LLM. Law Degree/MBA Degree is preferred. Must be Bar admission in relevant states. Should have10+ years of Trust experience in a legal or professional environment. Knowledge of generally accepted business procedures, practices and regulations are preferred. Knowledge of State-Specific Trust laws is needed. Ability to document all efforts as they reflect the completion of assignments are required. MS office skills - MS Outlook, Word, Excel, and PowerPoint are essential. Ability to solve routine department problem or client issues with little direction. Ability to assess a problem quickly and determine to what level it should be elevated; directing staff/clients to the correct person is needed.
Req ID: 819183.
Franklin Templeton Investments.
One Franklin Parkway
Building 970, 1st Floor
San Mateo, CA 94403