Attorney resources

Employer resources

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

Related Category Jobs:

Jobs for Law Students

Law Student - Law Firm in San Jose, CA
USA-CA-San Jose
File Clerk The candidate will be organizing and filing documents for client files. Creating compute.... [more]

Law Student - In-House in San Mateo, CA
USA-CA-San Mateo
Winter Intern ? Tax Services The candidate will serve as members of client service teams. Interns a.... [more]

Law Student - In-House in Chicago, IL
USA-IL-Chicago
Intern - Tax Services The intern will be exposed to a wide variety of projects and industries. Will.... [more]

Articles By
Harrison Barnes From
BCG Attorney Search

Attorney Recruiter Placements and Legal Recruiter Placements and Lateral Attorney Moves for the Week of April 22, 2024

Attorney Recruiter Placements and Legal Recruiter Placements and Lateral Attorney Moves for the Week of April 15, 2024

Attorney Recruiter Placements and Legal Recruiter Placements and Lateral Attorney Moves for the Week of April 08, 2024

Effective Strategies for Bridging Salary Gaps in Legal Recruitment

How to Answer the “Tell Me About Yourself” Interview Question

Why Most Attorneys Screw Up Interviews and Their Legal Careers

Attorney Recruiter Placements and Legal Recruiter Placements and Lateral Attorney Moves for the Week of April 01, 2024

Mastering the Interview Process: Insights from the BCG Attorney Search Interview Preparation Guide

The Story of BCG Attorney Search and What We Do for You that No One Ever Will in Your Legal Career

The Crucial Role of Business Plans in Law Firm Partner Success

Job Listing

Click here

Job of the Day

Trust & Estate Admin Attorney - Remote California
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/Miami, Florida Job in Florida > Trust and Estates/Attorney/In House/Miami, Florida

In House Legal Job Listings

YOUR WINDOW TO A WORLD OF OPPORTUNITIES

Trust and Estates/Attorney/In House/Miami, Florida

Refer job# EEQQ77165

Trust Relationship Manager Duties: Provide support to a team of Wealth Planners selling trust and other fiduciary structures (trusts and investment holding vehicles) and solutions to ultra high net worth clients of Bank and ancillary business channels. Liaise with Finance and provide regional business development analyses/reports (e.g. client penetration, product penetration, banker utilization, etc.) for the purposes of identifying potential prospects. Manage the team pipeline which includes the identification of prospects, status updates and reporting. Review new business reports for accuracy and tracking metrics for Scorecard input. Handle non-complex sales (previously vetted by a Wealth Planner). Attend client meetings as required to facilitate on-boarding of new business (e.g. document signing, collection and verification of IDs and addresses etc.). Pre-screen new business packages for completeness of documentation and any required approvals from control partners in Risk, Tax and / or Legal; follow-up with Bankers/Wealth Planners for outstanding documents, etc. Liaise with the International New Business team as required to ensure the seamless and efficient acceptance and set-up of new business and the assignment of the relationship to the Trust Center for ongoing administration. Assist the Trust Centers with the resolution of trust administration issues for existing clients. Manage the annual client structure review process for the regional team including the assignment of relationships, tracking of completion, and providing any necessary reporting. Handle Banker inquiries as required. Project management of regional initiatives (e.g. any product conversions). Maintain a general understanding of all products related to Wealth Planning specialty. Coordinate the launch of new products for the region as may be required. Understand and keep abreast of changes in legislation in order to ascertain how such laws affect tax efficient fiduciary structures established for our clients; be informed and able to discuss current and historical legal/tax environment in the relevant countries within the region. Qualifications: Bachelors degree (law degree preferable); STEP (Society of Trust and Estate Professionals) qualifications are an asset. Must have 5-7 years trust and fiduciary industry experience. Excellent knowledge of Trust products and services an asset. Ability to identify potential risk issues and solutions and to communicate these effectively to team colleagues. Relationship management skills including the ability to work with partners remotely. Excellent time management, organizational and administrative skills. Strong analytical and creative problem-solving skills. Strong oral and written skills. Multilingual Spanish / English language skills required.

	EMAIL TO COLLEAGUE	PERMALINK



This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority. Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

Shoot for the moon. Even if you miss it, you will land among the stars.