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Trust Attorney In Jobs in Tennessee (NOW HIRING)

Maintain fiduciary records and documentation in accordance with bank's records retention policy an ... attorneys, CPAs, investment advisors, and other professional partners. * Research operational ...

Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and ... Minimum of 3 years of experience in trust administration or related fields. * Knowledge of ...

Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and ... Minimum of 3 years of experience in trust administration or related fields. * Knowledge of ...

Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and ... Minimum of 3 years of experience in trust administration or related fields. * Knowledge of ...

... attorneys and financial professionals, and make a meaningful impact on the lives of high-net-worth ... Please refer to job reference code NB/TATN in the subject line. * NO CALLS PLEASE

... attorneys and financial professionals, and make a meaningful impact on the lives of high-net-worth ... Please refer to job reference code NB/TATN in the subject line. * NO CALLS PLEASE

... Attorney; * Manage/document regular client contact (written & verbal), as well as trust account ... Monitor trust client account cash levels in line with anticipated distributions and coordinate with ...

... Attorney; * Manage/document regular client contact (written & verbal), as well as trust account ... Monitor trust client account cash levels in line with anticipated distributions and coordinate with ...

... Attorney; * Manage/document regular client contact (written & verbal), as well as trust account ... Monitor trust client account cash levels in line with anticipated distributions and coordinate with ...

You will create wills, trusts, and powers of attorney for our clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in ...

... in plain language, start your application today. Responsibilities • Build trusted relationships ... a lawyer clients hug at the end of a case • Serve as clients' primary point of contact and ...

You will create wills, trusts, and powers of attorney for our clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in ...

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Trust Attorney In information

What is the difference between Trust Attorney In vs Estate Planning Attorney?

AspectTrust Attorney InEstate Planning Attorney
CredentialsLaw degree, state bar license, specialized trust law certificationsLaw degree, state bar license, estate planning certifications
Work EnvironmentLaw firms, financial institutions, private practiceLaw firms, private practice, estate planning firms
Industry UsageFocuses on trust creation, management, and legal complianceFocuses on comprehensive estate plans, wills, trusts, and probate
Search & Comparison IntentPeople comparing trust-specific legal servicesIndividuals seeking full estate planning solutions

Trust Attorney In and Estate Planning Attorney both handle estate-related legal matters, but Trust Attorney In specializes specifically in trusts and their management, while Estate Planning Attorneys provide broader estate planning services including wills and probate. The choice depends on whether the client needs trust-specific legal advice or comprehensive estate planning assistance.

What are popular job titles related to Trust Attorney In jobs in Tennessee?

For Trust Attorney In jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Trust Attorney In jobs in Tennessee look for?

The top searched job categories for Trust Attorney In jobs in Tennessee are:

Trust Officer

Cumberland Trust & Investment Co.

Nashville, TN • On-site

Full-time

Medical

Posted 9 days ago


Job description

Description:

Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities.


We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.


If you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you!


Cumberland Trust is searching for a Trust Officer. This position needs an experienced fiduciary professional who will be responsible for the administration of trust accounts in accordance with the terms specified in the trust. You will work closely with our clients through proactive communications and coordinating delivery of services. Using your organizational and time management skills, you will maintain all documentation, process distributions as approved, monitor cash management, and complete account reviews.


Since our goal is to provide high-quality services to our families, you will find yourself with a lower trust load than is experienced in many traditional trust companies. We will use your expertise on trust law, taxation, distributions, documentation, and assets to assist our clients through this complex trust world. There may be some minimal travel required to attend client, advisor, and attorney meetings as necessary.

Requirements:

· Bachelor’s Degree, preferably in finance, business, tax, or law

· 3-5 years of working with trusts

· Knowledge of trusts and all the provisions surrounding trust administration

· Ability to be organized and detailed while meeting deadlines

· Excellent client relationship skills


After a learning period, this position will be hybrid based in our Nashville office. Cumberland Trust offers all the benefits that you would expect including an option for fully paid medical insurance for the employee. Our company is heavily involved in service projects in the community, and we would love to have you join us. If this sounds like you, please apply.