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Robert Half International ESTATE/ WEALTH TRUST OFFICER FOR PRIVATE EQUITY FIRM! in Chicago, Illinois

Description

We are seeking a Senior Personal Trust Officer/Estate Planning Paralegal to join a well-established and growing national financial services organization consistently voted one of the world’s most ethical companies. This person will be joining the company as it embarks on an inflection point in its long-term growth strategy that seeks to expand beyond its traditional full-service trust services model to a more advisor friendly trust services one. This person will be joining a team of experienced trust professionals with deep wells of experience that apply it on a national scale. We are a client-centric organization with low turnover that offers its team members a unique work culture and opportunities that empower our team members to build rewarding and prosperous careers. This position is accountable for the administration of a complex book of personal trust accounts, including revocable and irrevocable trusts, estates, guardianships/conservatorships, and related accounts in a fast-paced, high volume environment. The position requires in-depth knowledge of estate planning governing documents and account agreements. In addition, this position requires extensive knowledge of fiduciary duties and applicable laws (including trust and tax law), estate planning techniques, financial planning, asset management and prudent investment principles, and regulatory and compliance requirements.

Job Duties and Responsibilities

  • Administer assigned personal trust, estate, and terminating trust accounts in accordance with governing instrument/trust company policies and Federal/State laws/regulations.

  • Review estate planning documents in accordance with the new account acceptance process and discretionary distribution process.

  • Carry out duties of a Conservator/Guardian in accordance with directions of the Court/State Laws/governmental agencies and within TTC policies/procedures.

  • Responsible for appropriate risk management of assigned accounts in compliance with company policies and procedures.

  • Oversee preparation of applicable tax returns (income and death tax) for assigned accounts.

  • Work closely with portfolio managers, operations, other team members and strategic partners.

  • Support business development activity, including enhancement of relationships with existing/potential clients/co-fiduciaries and cultivation/maintenance of relationships with centers of influence (Corporate Sales Team members, Financial Professionals, Private Wealth Advisors, attorneys, CPAs, etc.)

  • Act as a technical resource to colleagues within and outside of the Personal Trust & Estate Settlement team.

  • Serve as member of Trust & Estates Management Subcommittee and other committees as appointed.

  • Keep abreast of federal/state trust regulations/tax laws and any impact from changes to those regulations/laws.

  • Serve as a mentor and advisor to other Trust Officers and Specialists relative to operational requirements and workflow processes.

  • Participate in other projects and assignments as needed.

If you are interested in this position, please send a copy of your resume to Claire . marshall @ roberthalflegal and Chinetta . foster @ roberthalflegal ASAP!

Requirements

If you are interested in this position, please send a copy of your resume to Claire . marshall @ roberthalflegal and Chinetta . foster @ roberthalflegal ASAP!

Required Job Qualifications

  • Juris Doctor Degree required.

  • 5+ years of trust administration, estate planning, estate settlement, tax or equivalent experience required, with direct client interaction. Trust and/or estate law practice experience is strongly preferred.

  • Strong understanding of personal trust, legal, accounting, tax, regulatory and investment concepts as they apply to estate and trust administration.

  • Ability to read/analyze/interpret legal documents.

  • Thorough knowledge of discretionary distribution analysis, estate planning, compliance, IRAs and tax concepts.

  • Excellent judgment and critical analysis skills.

  • Excellent communication skills: verbal, written, listening and presentation.

  • Ability to work closely with current and prospective clients, referral sources and strategic partners to meet client and department goals.

  • Strong understanding of investment principles and portfolio management as they relate to personal trust administration.

  • Highly organized and goal-oriented self-starter who can work in an unstructured environment with minimal supervision.

  • Excellent problem-solving customer relationship skills. Excellent people skills, including ability to gain the trust and confidence of others.

  • Effective team player with ability to establish positive working relationships across departments.

  • Ability to effectively prioritize workflow and manage multiple priorities.

  • Ability to work with department management to ensure that trust administrative functions are performed efficiently and in compliance with applicable regulations and guidelines. Ability to influence without authority.

  • Demonstrated leadership and mentoring skills. Seeks continued development of fiduciary and advisory skills through training and experience.

If you are interested in this position, please send a copy of your resume to Claire . marshall @ roberthalflegal and Chinetta . foster @ roberthalflegal ASAP!

Robert Half Legal matches legal professionals and consultants with remote or on-site jobs on a full-time, project and temporary basis, serving both law firms and corporate legal departments. We also provide teams for complex projects, including litigation, eDiscovery, data privacy, and mergers and acquisitions.

Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.

Questions? Call your local office at 1.888.490.5592. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© Robert Half Legal. An Equal Opportunity Employer. M/F/Disability/Veterans. Robert Half is not a law firm and does not provide legal representation. Robert Half project attorneys do not constitute a law firm among themselves. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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