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Private Bank Attorney

Jacksonville, Florida;

Job Description:

The applicant will serve as a legal support partner to the Private Bank team and will advise them on matters concerning fiduciary law. Other responsibilities include but not limited to:

  • Review and interpretation of wills and trust agreements and legal entity documents under applicable state law;
  • Legal advice regarding the use of various investment products in fiduciary accounts;
  • Conflict resolution (complaints and pre-litigation);
  • Management of outside counsel in pre-litigation and litigation matters as well as trust modifications, declaratory judgments, and court accountings;
  • Advice on OCC and other regulatory exams and issues;
  • Advisory role on Private Bank governance committees, forums and workgroups; and
  • Legal advice on strategic projects impacting the Private Bank.

Required skills & Abilities:

  • Qualified attorney to serve as Trust Counsel for trust, estate, charitable foundation and related fiduciary issues. 
  • The applicant should have a minimum of 6-10 years of experience in the area of personal trust and estate law, preferably with direct experience working as internal or external counsel for a trust company or bank trust department.
  • Knowledge of the Uniform Trust Code, Uniform Principal and Income Act, Uniform Prudent Investor Act is required. 
  • Key qualifications include decisiveness, sound, practical judgment, strong interpersonal skills, the ability to effectively prioritize and manage multiple on-going matters, and a depth of fiduciary knowledge.  The applicant must be able to advise independently, as well as participate as a member of a cohesive legal team

Desired Skills & Abilities: 

  • FL state law
  • Experience with real estate and privately held businesses held in trusts and estates
  • Charitable Trusts in support of our Philanthropic team

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The applicant will serve as a legal support partner to the Private Bank team and will advise them on matters concerning fiduciary law. Other responsibilities include but not limited to:

  • Review and interpretation of wills and trust agreements and legal entity documents under applicable state law;
  • Legal advice regarding the use of various investment products in fiduciary accounts;
  • Conflict resolution (complaints and pre-litigation);
  • Management of outside counsel in pre-litigation and litigation matters as well as trust modifications, declaratory judgments, and court accountings;
  • Advice on OCC and other regulatory exams and issues;
  • Advisory role on Private Bank governance committees, forums and workgroups; and
  • Legal advice on strategic projects impacting the Private Bank.

Required skills & Abilities:

  • Qualified attorney to serve as Trust Counsel for trust, estate, charitable foundation and related fiduciary issues. 
  • The applicant should have a minimum of 6-10 years of experience in the area of personal trust and estate law, preferably with direct experience working as internal or external counsel for a trust company or bank trust department.
  • Knowledge of the Uniform Trust Code, Uniform Principal and Income Act, Uniform Prudent Investor Act is required. 
  • Key qualifications include decisiveness, sound, practical judgment, strong interpersonal skills, the ability to effectively prioritize and manage multiple on-going matters, and a depth of fiduciary knowledge.  The applicant must be able to advise independently, as well as participate as a member of a cohesive legal team

Desired Skills & Abilities: 

  • FL state law
  • Experience with real estate and privately held businesses held in trusts and estates
  • Charitable Trusts in support of our Philanthropic team

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21083906

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jeri Risin

Referral Bonus:

0