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

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YOUR WINDOW TO A WORLD OF OPPORTUNITIES

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

Refer job# FDYW91752

Trust Advisor The candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. With high level knowledge of fiduciary and estate planning, will execute the terms of any plan or document in which company serves as trustee, or agent while observing all company policies and procedures, including those related to risk management and compliance. Also develop, interpret and communicate more sophisticated estate planning issues to the client and team members. Clients with more sophisticated estate planning and administrative needs will count on to manage their multifaceted accounts and provide an exceptional client experience. Using communication skills, will support the advisor team in the presentation of fiduciary services to clients and prospects. A Bachelor's degree is required with JD, CFP, or other professional certification preferred. Should have generally 5 + years related experience in financial services industry. Must have high level of fiduciary and estate planning knowledge (technical expertise). Leadership and relationship management skills, presentation and salesmanship skills and profiling skills are needed. Should have excellent client service skills. Must be able to effectively communicate at all levels, internally and externally.

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