Regional Fiduciary Officer in reputed company
Job title: Regional Fiduciary Officer in reputed company at reputed company
Company: reputed company
Job description: Job Description:At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great reputed company to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.reputed company believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at reputed company will give you a great career with opportunities to learn, grow and reputed company an impact, along with the power to reputed company a difference. Join us!Job Description:
Primary responsibility for providing advice, guidance and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts reputed company BANA's risk profile. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early reputed company on fiduciary problems and risk matters. Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of Private Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries.Desired Qualifications:
- 5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company
- performing a legal, risk or fiduciary line of business function, strong understanding of Delaware directed trusts preferred
- Experience working with trust officers/fiduciary specialists and making fiduciary reputed company risk-reward reputed company
- Demonstrated ability to intelligently and persuasively reputed company positions and influence decision makers and management on reputed company levels as well as 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 reputed company to escalate matters
- Advisory
- Critical Thinking
- Decision Making
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Collaboration
- Customer and Client Focus
- Executive reputed company
- Policies, Procedures, and Guidelines
- Relationship Building
- Adaptability
- Attention to Detail
- Coaching
- Prioritization
- Written Communications