Attorney in Philadelphia, PA

1 views

In-House

Philadelphia, PA

Attorney in Philadelphia, PA

Non-practicing Attorney

Min 5 yrs required

No

Job Title:
Regional Fiduciary Officer

Job Responsibilities:
The Regional Fiduciary Officer is primarily responsible for providing advice, guidance, and training to Private Bank account teams and centralized units on technical fiduciary issues. This role supports sales efforts and administration processes across a fiduciary book of accounts within the company's risk profile. Duties include assisting account officers with the exercise of fiduciary discretion and reviewing new business opportunities. The officer is responsible for providing early intervention on fiduciary problems and risk matters. As the primary resource, the officer offers comprehensive fiduciary and technical advice relating to the administration of Private Bank fiduciary accounts. The position requires in-depth knowledge of general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries.

Education and Experience Information:
Desired Qualifications:
- At least 5 years of experience as a practicing Trusts & Estates lawyer in private practice or time employed by a Bank, Private Wealth Management firm, or Trust Company performing a legal, risk, or fiduciary line of business function.
- A strong understanding of Delaware directed trusts is preferred.
- Experience working with trust officers/fiduciary specialists and making fiduciary-related risk-reward decisions.
- Demonstrated ability to intelligently and persuasively articulate positions and influence decision-makers and management at all levels, as well as Centers of Influence (COIs) and other external partners.
- Technical expertise in areas of fiduciary, planning, tax regulatory, legal, and compliance.
- Strong ability to work in partnership with other functions/roles, including Legal and Risk.
- Understanding of when to escalate matters.

Skills:
- Advisory
- Critical Thinking
- Decision Making
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Collaboration
- Customer and Client Focus
- Executive Presence
- Policies, Procedures, and Guidelines
- Relationship Building
- Adaptability
- Attention to Detail
- Coaching
- Prioritization
- Written Communications

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent

Education Requirements or Certifications:
- Desired Education and Designations:
- . or . (four-year undergraduate degree) and . degree
- Attorney licensed to practice law in at least one . jurisdiction

Salary Information:
The text does not provide specific salary information for the Regional Fiduciary Officer position.

Additional Information:
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- Travel: Yes, 10% of the time

Jun 19, 2025
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