Description:

Your Role:
Do you have experience with trust and estates matters? Do you know how to think outside the box and work together with branch management to meet the needs of clients? We're looking for an attorney who can:

advise business management on legal issues pertaining to client accounts, such as deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys.
analyze firm and client documents associated with client accounts
coordinate with branch personnel and third parties to resolve issues

Your Team:
You'll be working with the Field Legal Advisory Group in Nashville. We partner with lawyers and paralegals located in Nashville and New York, as well as financial advisors and branch management throughout the country to provide consistent, timely and thoughtful advice to support the business.

Your Expertise:

at least three years experience as an attorney either in a law firm or in-house
a law degree and are admitted to practice law in the U.S. (or ability to obtain admission)
sound critical thinking and decision making skills and are comfortable advising all levels of management
ability to work independently and as a team player to meet tight deadlines
background in financial services or trusts and estates matters strongly preferred
proactive, well-organized and detail-oriented
a good communicator with excellent analytical skills
ability to build relationships with coworkers in local and remotely located offices