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 ...
Trust Officer II
Brentwood, TN · On-site
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 ...
Trust Officer II
Brentwood, TN · On-site
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 ...
Trust Officer
Nashville, TN · On-site
Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a ... Document client information and communications in client file. * Ensure proper account opening and ...
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Trust Officer
Nashville, TN · On-site
Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a ... Document client information and communications in client file. * Ensure proper account opening and ...
Estate Attorney
$100K/yr
Create wills, trusts, and powers of attorney for your clients Qualifications: * Active member of ... Candidates should be great communicators, specifically in situations when emotions and stress are ...
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Estate Attorney
$100K/yr
Create wills, trusts, and powers of attorney for your clients Qualifications: * Active member of ... Candidates should be great communicators, specifically in situations when emotions and stress are ...
Associate Attorney - Estate Planning
$70K - $90K/yr
Drafting estate planning documents ranging from Powers of Attorney to Revocable and Irrevocable Trusts. Drafting pleadings for probate estate administration and conservatorship matters. Appearing in ...
Associate Attorney - Estate Planning
$70K - $90K/yr
Drafting estate planning documents ranging from Powers of Attorney to Revocable and Irrevocable Trusts. Drafting pleadings for probate estate administration and conservatorship matters. Appearing in ...
Associate Attorney - Estate Planning
Memphis, TN · On-site
$70K - $90K/yr
If you are interested in applying for this position, please read the instructions at the end of ... and Irrevocable Trusts. • Drafting pleadings for probate estate administration and ...
Associate Attorney - Estate Planning
Memphis, TN · On-site
$70K - $90K/yr
If you are interested in applying for this position, please read the instructions at the end of ... and Irrevocable Trusts. • Drafting pleadings for probate estate administration and ...
Associate Attorney - Estate Planning
Memphis, TN · On-site
$70K - $90K/yr
Drafting estate planning documents ranging from Powers of Attorney to Revocable and Irrevocable Trusts. Drafting pleadings for probate estate administration and conservatorship matters. Appearing in ...
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Associate Attorney - Estate Planning
Memphis, TN · On-site
$70K - $90K/yr
Drafting estate planning documents ranging from Powers of Attorney to Revocable and Irrevocable Trusts. Drafting pleadings for probate estate administration and conservatorship matters. Appearing in ...
Associate Attorney
Nashville, TN · On-site
$65K - $120K/yr
Our team of dedicated lawyers brings a high-energy approach to every case, allowing us to become trusted business partners.We serve clients in 9 states from 9 offices spanning the South and Northeast.
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Associate Attorney
Nashville, TN · On-site
$65K - $120K/yr
Our team of dedicated lawyers brings a high-energy approach to every case, allowing us to become trusted business partners.We serve clients in 9 states from 9 offices spanning the South and Northeast.
Attorney (Nashville)
Nashville, TN · On-site
Global reach -- serve clients on five continents and engage in complex cross-border work ... Trusts, Estates & Private Wealth Management | Venture & Growth Capital Job Types: Full time W2 and ...
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Attorney (Nashville)
Nashville, TN · On-site
Global reach -- serve clients on five continents and engage in complex cross-border work ... Trusts, Estates & Private Wealth Management | Venture & Growth Capital Job Types: Full time W2 and ...
Attorney
Nashville, TN · On-site
This role is ideal for a candidate who thrives in a professional environment where clarity ... trusted staffing partner to industry-leading companies, FocusPoint provides access to roles that ...
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Attorney
Nashville, TN · On-site
This role is ideal for a candidate who thrives in a professional environment where clarity ... trusted staffing partner to industry-leading companies, FocusPoint provides access to roles that ...
Associate Attorney
Memphis, TN · On-site +1
This role may be based in our Memphis office with a hybrid schedule , or fully remote from ... Associates are integral members of the litigation team and are trusted with real ownership of their ...
Associate Attorney
Memphis, TN · On-site +1
This role may be based in our Memphis office with a hybrid schedule , or fully remote from ... Associates are integral members of the litigation team and are trusted with real ownership of their ...
Associate Attorney
Memphis, TN · On-site +1
This role may be based in our Memphis office with a hybrid schedule , or fully remote from ... Associates are integral members of the litigation team and are trusted with real ownership of their ...
Associate Attorney
Memphis, TN · On-site +1
This role may be based in our Memphis office with a hybrid schedule , or fully remote from ... Associates are integral members of the litigation team and are trusted with real ownership of their ...
Senior Family Law Attorney
Knoxville, TN · On-site
$100K - $130K/yr
Clients trust us during some of the most difficult chapters of their lives. We don't take that ... You'll have the autonomy to develop legal strategies, advocate confidently in court, mentor others ...
Senior Family Law Attorney
Knoxville, TN · On-site
$100K - $130K/yr
Clients trust us during some of the most difficult chapters of their lives. We don't take that ... You'll have the autonomy to develop legal strategies, advocate confidently in court, mentor others ...
We are a trial-focused law firm respected by peers, trusted by clients, and recognized for our courtroom results. We are seeking Litigation Attorneys who thrive in a fast-paced, high-stakes ...
We are a trial-focused law firm respected by peers, trusted by clients, and recognized for our courtroom results. We are seeking Litigation Attorneys who thrive in a fast-paced, high-stakes ...
We are a trial-focused law firm respected by peers, trusted by clients, and recognized for our courtroom results. We are seeking Litigation Attorneys who thrive in a fast-paced, high-stakes ...
Quick apply
We are a trial-focused law firm respected by peers, trusted by clients, and recognized for our courtroom results. We are seeking Litigation Attorneys who thrive in a fast-paced, high-stakes ...
Associate Attorney - Assessment Recovery
$75K - $85K/yr
Associate Attorney - Assessment Recovery Legal $75,000-$85,000 per year Monday-Friday, 8:00am-5 ... About Dawson Dawson is a trusted staffing partner in Central Ohio. We help job seekers grow their ...
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Associate Attorney - Assessment Recovery
$75K - $85K/yr
Associate Attorney - Assessment Recovery Legal $75,000-$85,000 per year Monday-Friday, 8:00am-5 ... About Dawson Dawson is a trusted staffing partner in Central Ohio. We help job seekers grow their ...
... trusted advisor for internal and external firm clients. For consideration, please click here ... Key Responsibilities: * Assist clients in structuring their financial transactions to optimize tax ...
... trusted advisor for internal and external firm clients. For consideration, please click here ... Key Responsibilities: * Assist clients in structuring their financial transactions to optimize tax ...
... trusted advisor for internal and external firm clients. For consideration, please click here ... Key Responsibilities: * Assist clients in structuring their financial transactions to optimize tax ...
... trusted advisor for internal and external firm clients. For consideration, please click here ... Key Responsibilities: * Assist clients in structuring their financial transactions to optimize tax ...
... trusted advisor for internal and external firm clients. For consideration, please click here ... Key Responsibilities: * Assist clients in structuring their financial transactions to optimize tax ...
... trusted advisor for internal and external firm clients. For consideration, please click here ... Key Responsibilities: * Assist clients in structuring their financial transactions to optimize tax ...
Trust Attorney In information
How to make $500,000 as a lawyer?
Is $900 an hour a lot for a lawyer?
Do lawyers make $500,000 a year?
What kind of lawyer do you get to make a living trust?
What is the difference between Trust Attorney In vs Estate Planning Attorney?
| Aspect | Trust Attorney In | Estate Planning Attorney |
|---|---|---|
| Credentials | Law degree, state bar license, specialized trust law certifications | Law degree, state bar license, estate planning certifications |
| Work Environment | Law firms, financial institutions, private practice | Law firms, private practice, estate planning firms |
| Industry Usage | Focuses on trust creation, management, and legal compliance | Focuses on comprehensive estate plans, wills, trusts, and probate |
| Search & Comparison Intent | People comparing trust-specific legal services | Individuals 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.
Job description
Job Summary
The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. The role involves administering trusts, providing guidance on trust matters to ensure the highest levels of client service and operational excellence.
The ideal candidate will possess knowledge of trust laws, exceptional attention to detail, and the ability to work collaboratively with clients, vendors, attorneys, financial advisors, and other professionals. The Trust Officer 2 will be responsible for fostering a positive and productive team environment, offering coaching to Trust Administrators. The Trust Officer 2 shall collaborate on additional tasks, projects, training, and officer responsibilities as needed.
Key Responsibilities
- Trust Administration:
- Administer diverse trust accounts, ensuring compliance with legal, regulatory, and fiduciary obligations.
- Oversee trust account openings, ongoing account maintenance, and closures, ensuring accuracy and efficiency throughout each phase.
- Review trust documents, tax filings, and financial reports; perform initial and annual trust account reviews.
- Exercise discretion for trust distributions, ensuring proper documentation and execution of trust provisions.
- Manage real estate and other unique assets; ensuring that proper steps are taken to purchase and maintain real estate or other unique assets.
- Client Relationship Management:
- Serve as the primary point of contact for clients, offering advice and guidance.
- Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and other professionals.
- Provide clear and timely communication to clients on trust matters and related services.
- Attend meetings with partners and vendors as needed including sales meetings.
- Team Leadership & Mentorship:
- Provide mentorship and training for Trust Administrators
- Foster a collaborative team environment, encouraging continuous learning and growth.
- Compliance & Risk Management:
- Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks.
- Proactively address and resolve any fiduciary concerns, escalations, or client disputes.
- Continuous Improvement:
- Identify opportunities for process improvement
Required Qualifications:
- Bachelor's degree or higher
- Minimum of 3 years of experience in trust administration or related fields.
- Knowledge of fiduciary duties and relevant federal and state trust laws.
- Exceptional communication, interpersonal, and relationship-building skills.
- Strong organizational skills, with the ability to manage multiple priorities and deadlines.
- Ability to work independently while also being a contributing member of a team.
- Proficiency with trust administration software and Microsoft Office Suite (Excel, Word, PowerPoint).
Preferred Qualifications:
- Advanced degree such a Juris Doctorate, or certifications such as CTFA (Certified Trust and Fiduciary Advisor) or CFP (Certified Financial Planner).
Personal Attributes:
- Integrity: Upholds the highest standards of ethical and fiduciary responsibility.
- Detail-Oriented: Demonstrates precision and diligence in trust management and client service.
- Leadership: Exhibits the ability to inspire, motivate, and guide a team to achieve professional and organizational goals.
- Problem-Solver: Takes initiative to resolve complex issues, demonstrating strong critical thinking and decision-making skills.
- Client-Centered: Focuses on delivering exceptional service, building trust-based relationships with clients, and
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