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General Counsel Consulting

General Counsel
Consulting
provided
exceptional
service in helping
my organization
recruit for a hard
to fill position.
They did extensive
work on the front
end to understand
our needs and
our culture and
began referring
highly qualified
candidates almost
immediately.

Melinda Burrows
Deputy General Counsel
- Litigation and
Compliance, Progress
Energy Service Company
LLC

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Legal Counsel for Beneficiaries; Proposition 19 & Property Tax Relief; Elder Law
Newport Beach California United States

"Certain beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney.� Your fees are paid by the family trust.� Contact us ASAP..." � We are ...

Counsel Jobs > Trust and Estates/Attorney/In House/Indianapolis, Indiana Job in Indiana > Trust and Estates/Attorney/In House/Indianapolis, Indiana

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YOUR WINDOW TO A WORLD OF OPPORTUNITIES

Trust and Estates/Attorney/In House/Indianapolis, Indiana

Refer job# PHHL30136

Senior Trust Administrator The candidate will be responsible for providing administration of highly complex fiduciary, investment, and custody account relationships. Responsible for Personal Trust business unit s profitability and growth. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit s profit plan. Utilizes the resources of the integrated suite of services to develop new and profitable private banking, trust, investment and brokerage business. The average relationship size typically is in the range of at least $3 million to $8 million or higher. Responsible for the management of assigned and individual customer s trust accounts within specific market segmentation in order to preserve the trust s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement. Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administration decisions. Responsible for the profitability and growth of all assigned relationships in accordance with the Market strategy and overall Private Bank financial plan. Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services. Provide consistently superior service by exceeding client s expectations while understanding and complying with company policies and governmental regulations. Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings. As part of Personal Trust team, responsible for achieving annual sales goal. The candidate should have a Bachelor's degree. Professional Certifications and/or advanced degrees like J.D., CPA, CFA, CTFA preferred. Must have 7-12 years of job related experience. Should have expert knowledge of financial services industry, products, and team selling.

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