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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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Counsel Jobs > Trust and Estates/Attorney/In House/Cincinnati, Ohio Job in Ohio > Trust and Estates/Attorney/In House/Cincinnati, Ohio

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Trust and Estates/Attorney/In House/Cincinnati, Ohio

Refer job# XXRF79247

Trust Officer Duties: Serve as relationship manager and fiduciary advisor for clients with more than $1,000,000 in investable assets and support a book of accounts having an asset base of at least $100,000,000. On behalf of as Trustee, Agent or Custodian, understand and administer a range of fiduciary accounts in accordance with the terms of their governing documents. A typical client may have one or more of the following: multigenerational trusts, multiple residences, complex gifting requirements, challenging family dynamics, litigation concerns, interaction with multiple co-trustees as well as family and professional advisors, closely-held business interests, multi-layered stock options, significant retirement assets, charitable trusts or a private foundation. Coordinate fiduciary services for approximately 125 client relationships. Administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members while managing financial risk. Execute the terms of any estate plan or documents in which Fifth Third Private Bank serves as Trustee, Executor, Personal Representative, Guardian or Agent for Fiduciary, often exercising broad discretion for beneficiaries with competing interests. Actively participate with the Private Bank client service team to develop, interpret, communicate and facilitate a range of estate planning matters as part of the advice-based solutions presented to the clients. Retain client base by working with the client service team to deliver the highest service and client contact standards. As the primary fiduciary contact, resolve client issues. Challenge and collaborate with client to articulate and achieve goals. Collaborate with the client's advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan. Complete annual administrative account reviews. Ensure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business and asset acceptances, discretionary actions, and all other bank policies, procedures and guidelines. Work closely with Trust Tax Accountants to ensure proper tax reporting. Achieve an annual sales target of $150,000 to $250,000, depending upon experience level, and annual recurring fee revenue target of approximately $1,000,000. Prospect for clients by sourcing and building a pipeline of opportunities. Solicit and receive referrals from clients, internal business partners and Centers of Influence (COIs). Identify opportunities and partner with the WMAs, internal business partners and COIs in the sales process to maximize new business opportunities. Actively participate in the Life360 Process to identify and provide appropriate products, services, and cross-selling opportunities. Acquire additional assets (account additions) from existing clients. Demonstrate client contact and relationship management skills, including the development of targeted business plans. Utilize and ensure prospect/client information is appropriately entered, updated, and managed in the CRM tracking system. Demonstrate sound decision-making skills, including balancing business risk to with client interests. Seek advice and counsel from Senior Trust Officers when faced with challenging technical or relationship situations. Champion the Bancorp Vision and Core Values through personal actions. Recommend enhancements to policies and procedures. Continually develop and maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific law). Attend community and/or industry-specific forums, conferences and/or meetings in order to broaden relationships, network and continually deepen knowledge of trends, practices, products and competitors. Participate actively in community affairs and professional associations. Qualifications: Bachelor's degree required; graduate degree (e.g. J.D. Degree / MBA) or professional licenses (e.g. CTFA, CFP, CPA) preferred. 5+ years of demonstrated fiduciary sales/client service success required. Demonstrate knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters. Demonstrate a solid understanding of financial markets and investment theory. Operate effectively in an environment that stresses both individual accountability and team-based performance. Exhibit strong interpersonal communication skills. Demonstrate interpersonal negotiation, verbal and written communication and presentation skills. Use effective leadership, problem solving and analytical skills. Provide professional presence within professional and community organizations. Desire a fast-paced team environment, working with experienced professionals from multiple disciplines to deliver high quality client service. Ability to use all Microsoft Office software including: Word, Excel, PowerPoint, Outlook and Access.

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