Senior Trust Counsel
Job Opportunity at BancSearch

Posted on Oct 18    +1 (918) 496-9477

Location: South Bend, IN
Job Type: Full Time
Job ID: W4136010

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 Indiana 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.
Compensation:  $145,000 to $155,000 DOE eligible for annual bonus depending in individual and company performance

Relocation assistance will be provided

Keywords:  Trust, Wealth Management

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