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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/Bloomington, Minnesota Job in Minnesota > Trust and Estates/Attorney/In House/Bloomington, Minnesota

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Trust and Estates/Attorney/In House/Bloomington, Minnesota

Refer job# JHFU54602

TC Trust Administrator III The candidate administers the client account in order to create, expand and service WMG relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with WMG professionals to identify and develop financial planning opportunities. May communicate directly with clients, Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related to the clients accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction. The candidate should ideally have BA/BS in business. Graduate degree: MBA or J.D. degree preferred. CTFA, CFP, CPA or similar industry designation is desired. Must have 5+ years of financial, trust, or legal industry experience and equivalent education. Experience working in a team environment is a plus. Should ideally have experience leading a team or directing the daily work of others. Relationship management experience is helpful. Should have excellent communication skills both verbally and in writing to internal partners and external clients. Strong analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail are required. Should have strong interpersonal skills with the ability to create and sustain partnerships. Ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment is needed. Strong PC proficiency is must. Established knowledge of trust, fiduciary law, and federal regulations is a plus. Deadline: 07/12/2014

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