Description:
The Law Clerk is responsible for performing a variety of duties under the direct supervision of management. This individual will actively participate in the management trust, estate, investment and IRA accounts, in accordance with established policies and procedures, to high professional standards within the relationship management team.Responsibilities:
Daily responsibilities include, but are not limited to, the following:
- Analyze and interpret complex legal instruments to determine fiduciary duties and responsibilities of the bank.
- Review estate plan documents and prepare outlines of current or prospective clients' documents as well as recommendations for proposed changes given client goals, projected tax liability, etc.
- Research pertinent trust codes and related statutes.
- Assist with the administration of estates.
Job Requirements:
The successful candidate will have the following qualifications:
- Undergraduate degree is required. Applicant must be actively pursuing law degree.
- Ability to foster teamwork and motivate colleagues
- Client-centered focus with strategic thinking ability.
- Knowledge of a broad range of estate and trust concepts
- Very strong written and verbal skills.
- Proficient in Microsoft Office products
- Must be detail oriented
- Professional appearance and demeanor
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)