Description:
Description:At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You'll find an environment where you're encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.
Job Summary: Provides legal advice and counsel to INTRUST Private Wealth Management on a variety of legal matters/problems, prepares resolutions and makes recommendations to Relationship Managers and Management. Main responsibility is foreseeing and protecting INTRUST Bank against legal risks. Establishes work processes for team members and ensures a high-level of customer service is delivered and promotes and fosters teamwork across all areas of INTRUST. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Maintains strict standards of confidentiality and perform duties in a manner supporting INTRUST's Character Qualities.
Essential Functions: All expectations described in the job description's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.
- Review proposed trust documents and other legal agreements.
- Work with bank personnel and outside counsel, when applicable, on developing and modifying these documents including any practices and procedures to conform to legal requirements.
- Review Discretionary Requests, Partial and Final Distribution Requests, and discuss resolution with Relationship Managers and Private Operating Committee.
- Serve as counsel to Private Wealth Management staff to resolve account issues.
- Participates in Private Operating Committee and Private Account Review Committee.
- Act as a liaison with outside legal firms.
- Keep informed of legislation affecting the Wealth Management industry.
- Perform all duties necessary and incidental to the foregoing and such other activities as the Sr. Manager, Division Director and/or General Counsel may assign or authorize.
Education and Experience: Graduate from an ABA accredited law school and a member of the Kansas Bar with a minimum of 5 years' experience in estate planning and taxation with required JD.
Required Skills and Knowledge: Relies on extensive experience and judgment to plan and accomplish goals; excellent oral/written communication, interpersonal and negotiating skills; ability to perform complex legal research and provide competent legal advice. Knowledge of federal/state affirmative action and equal employment laws/regulations.
Required Licenses and/or Certifications: CPA or LLM in Taxation preferred.
Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.
Working Conditions: Normal office conditions.
This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.
INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification.
