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Senior Trust Counsel
Job Opportunity at
Posted on Oct 18
+1 (918) 496-9477
South Bend, IN
Our client, a successful, well respected, stable, community bank, seeks a Sr. Trust Counsel in South Bend, Indiana. The position is open due to a retirement. This is an opportunity to mentor and advise trust professionals in
and Michigan. You will report directly to the Head of Wealth Management.
The Senior Trust Counsel acts as the subject matter expert, working with trust officers and customers overseeing all legal matters; ensuring the trust department is in compliance with all trust regulations; acting as the main contact person for all audit matters.
Monitor all legal aspects of trust policies and procedures.
Work with institution’s legal department and outside legal firms.
Mentor trust officers regarding new laws and legal decisions.
Review trust documents before acceptance.
Review estate plans with trust administrator and/or client’s attorney.
Manage assigned staff.
Bachelor’s degree required
Juris Doctorate required
Licensed to practice law in
Indiana and Michigan
Experience reviewing policies procedures for legal compliance in a trust division
Experience reviewing trust documents and estate plans from a legal aspect
Experience working with internal/external auditors.
Experience mentoring others as it pertains to compliance and legal requirements
Supervisory experience preferred
Willingness to develop expertise in Florida trust laws
Knowledge of general corporate law a plus.
$145,000 to $155,000 DOE eligible for annual bonus depending in individual and company performance
Relocation assistance will be provided
Trust, Wealth Management
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