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Senior Trust Counsel
Job Opportunity at
Posted on Jun 19
+1 (918) 496-9477
Fort Wayne, IN
Our client, a successful, well respected, stable, community bank, seeks a Senior Trust Counsel located in a community northwest of Fort Wayne, IN area. Work for a Bauer 5 star institution that has been named a “Best Company to Work For" in their region and size. This position is open due to an upcoming retirement.
The Senior Trust Counsel acts as the subject matter expert, working with trust officers and customers overseeing all legal matters; ensuring the trust department is in compliance with all trust regulations; acting as the main contact person for all audit matters.
Monitor all legal aspects of trust policies and procedures.
Work with institution’s legal department and outside legal firms.
Mentor trust officers regarding new laws and legal decisions.
Review trust documents before acceptance.
Review estate plans with trust administrator and/or client’s attorney.
Manage assigned staff.
Bachelor’s degree required
Juris Doctorate required
Licensed to practice law in Indiana and Michigan
Experience reviewing policies procedures for legal compliance in a trust division
Experience reviewing trust documents and estate plans from a legal aspect
Experience working with internal/external auditors.
Experience mentoring others as it pertains to compliance and legal requirements
Supervisory experience preferred
Willingness to develop expertise in Florida trust laws
Knowledge of general corporate law a plus.
$135,000 to $150,000 DOE eligible for annual bonus depending in individual and company performance
Relocation assistance will be provided
Trust, Wealth Management
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