Senior Trust Counsel
Job Opportunity at BancSearch

Posted on Sep 17

http://www.bancsearch.com    +1 (918) 496-9477

Location: Fort Wayne, 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 President of Wealth Management.

Duties:   
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.  

Qualifications: 
  • 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


Facebook LinkedIn
AccountingProfessional.com is owned, operated, and copyrighted by Career Marketplace (© 2002-2018, All Rights Reserved)
CAREERMARKETPLACE INC BBB Business Review