Trust Officer
3 months ago
The ideal candidate will have substantial subject matter expertise and be able to work collaboratively todeliver timely and accurate trust administration and world-class service. The successful candidate will have the opportunity to direct new and existing trusts with varying degrees of complexity and to collaborate with the River Bend team and affiliated entities' staffs. About the Position River Bend Administration is an affiliate of Walton Enterprises, LLC, a single family office, and of River Bend Holdings, LLC, a private family trust company serving the trust & estate needs of a single, multi-generational family. This is an exciting time to be part of this world-class team.
River Bend Administration is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. Responsibilities
Provide accurate and comprehensive trust administration for family trust company clients by:
- Managing the Trust Administration process by working with Trust Administrators and service partners to ensure accurate operations including managing trust acceptance, trust onboarding with review and approval of account opening and intake forms, annual trust review process, and trust termination in compliance with company policies and applicable laws (including Know-Your-Customer and Bank Secrecy Act/Anti-Money Laundering policies), and ensuring compliance with all notification and reporting requirements to qualified beneficiaries
- Act as approver for time sensitive investment operations transactions involving both internal and external platforms
- Together with Trust Administrators overseeing internal SharePoint Trust Administration content management site to ensure that all trustee actions are properly authorized and efficiently documented according to governing documents, company policies and procedures, and applicable laws
- Reviewing and approving annual fiduciary accountings including review of principal and income issues and recognizing fiduciary risk issues and seeking appropriate resolution
- Developing and maintaining expert knowledge of governing documents and related instruments and sharing knowledge with Trust Administrators and other team members through supervising and mentoring as appropriate
- Preparing and updating estate planning presentations, including summaries and projections, in collaboration with River Bend team and family client advisory teams
- As requested, reviewing drafts, or drafting documents including, but not limited to, trust administration, correspondence, trusts, consents, agreements, assignments, trustee succession instruments, notices, promissory notes, and other miscellaneous documents
Qualifications required for your success
- JD from a reputable law school
- Florida bar admission or willingness to secure admission
- 10+ years of experience representing or working with ultra-high net worth individuals or families and their family offices (with private trust company familiarity a plus)
- Excellent communication skills, presence, poise, and ability to inspire confidence, deliver advice, and develop relationships with ecosystem colleagues
- Collaborative and trustworthy, and able to keep highly sensitive information confidential
- Able to independently structure and manage workflow and priorities
Additional characteristics and attributes:
- Exhibits knowledge of fiduciary duties and applicable laws, including trust law, estate planning techniques and prudent investment principles. Experience administering and/or operating a commercial or private family trust company preferred
- A proactive, flexible, and adaptive individual with a "roll up your sleeves" approach and mentality
- Demonstrated success coordinating or managing a team
Personal attributes that support your success:
- You are helpful, a team player, and show respect while collaborating with others
- You are results oriented and exercise sound judgment in your work
- A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
- A visionary who plans for the future with imagination and wisdom
- You are dedicated to achieving excellence and work with others to tackle the tasks at hand
-
Trusts & Estates Associate
1 week ago
Naples, United States Jobot Full timeJob DescriptionJob DescriptionJoin one of the largest trusts and estates practices in the United States!This Jobot Job is hosted by: Colleen GormleyAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $180,000 - $200,000 per yearA bit about us:Our client seeks a Trusts & Estates associate to join their Private...
-
Trusts & Estates Attorney
2 weeks ago
Naples, Florida, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Trusts & Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will have the opportunity to work with high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.ResponsibilitiesProvide expert legal...
-
Trusts and Estates Attorney
2 weeks ago
Naples, Florida, United States Dentons Cohen & Grigsby Full timeTrusts, Estates and Wealth Preservation OpportunityAbout the RoleDentons Cohen & Grigsby is seeking a highly skilled and experienced trusts and estates attorney to join our team in our Naples, FL office. As a key member of our Trusts, Estates and Wealth Preservation practice, you will have the opportunity to work with a diverse range of clients and cases,...
-
Trusts and Estates Attorney
2 weeks ago
Naples, Florida, United States Dentons Cohen & Grigsby Full timeTrusts, Estates and Wealth Preservation Attorney OpportunityAbout the RoleDentons Cohen & Grigsby is seeking a highly skilled and experienced attorney to join our Trusts, Estates and Wealth Preservation practice in our Naples, FL office. As a key member of our team, you will be responsible for drafting a broad range of estate planning documents, including...
-
Trusts & Estates Attorney
4 months ago
Naples, United States Ascension Global Staffing & Executive Search Full timeJob DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...
-
Wealth Advisor
7 hours ago
Naples, United States Bessemer Trust Full timeExciting opportunity to be a key member of the Bessemer Trust business development team. In this role, you will initiate new relationships with ultra-high net worth clients on behalf of our wealth management firm. You will source and develop prospects and manage their conversion into clients, thereby driving revenues and increasing assets. This position is...
-
Trust and Estate Attorney Partner
2 weeks ago
Naples, Florida, United States Quarles & Brady LLP Full timeTrust and Estate Attorney OpportunityQuarles and Brady LLP, a leading national law firm, is seeking a Trust and Estate Attorney to join its Naples, Florida office. This position can be filled by a mid-level associate through a partner or counsel level attorney, with no portable practice required.The ideal candidate will have direct client management...
-
Trust and Probate Legal Assistant
4 weeks ago
Naples, Florida, United States AMS Staffing Inc. Full timePosition Overview:AMS Staffing Inc. is currently seeking a meticulous and organized Probate Paralegal to enhance our legal team. This full-time role is essential for supporting our attorneys in managing probate and estate matters efficiently.Location: Naples, FLCompensation: Competitive salary starting at $85K, commensurate with experience, along with...
-
Trusts & Estates Attorney
4 weeks ago
naples, United States LHH Full timeTop Global Law Firm with offices across Florida are expanding their world-renown Private Wealth Management Group! We have made numerous placements with this team over the last few years and they are busy and need more! US News Tier 1 in Trusts and Estates.Do You Have It?Ideal attorney will have 5+ years of private wealth management experienceMUST have...
-
Trusts & Estates Attorney
1 month ago
Naples, United States LHH Full timeTop Global Law Firm with offices across Florida are expanding their world-renown Private Wealth Management Group! We have made numerous placements with this team over the last few years and they are busy and need more! US News Tier 1 in Trusts and Estates.Do You Have It?Ideal attorney will have 5+ years of private wealth management experienceMUST have...
-
Trusts & Estates Attorney
2 months ago
Naples, United States LHH Full timeTop Global Law Firm with offices across Florida are expanding their world-renown Private Wealth Management Group! We have made numerous placements with this team over the last few years and they are busy and need more! US News Tier 1 in Trusts and Estates.Do You Have It?Ideal attorney will have 5+ years of private wealth management experienceMUST have...
-
Wealth Advisor
19 hours ago
Naples, United States Bessemer Trust Company Full timeExciting opportunity to be a key member of the Bessemer Trust business development team. In this role, you will initiate new relationships with ultra-high net worth clients on behalf of our wealth management firm. You will source and develop prospects and manage their conversion into clients, thereby driving revenues and increasing assets. This position is...
-
Associate Attorney
4 weeks ago
naples, United States Dentons Cohen & Grigsby Full timeTrusts, Estates and Wealth Preservation Associate (Dentons Cohen & Grigsby - Naples, FL Office)Responsibilities and PracticeThe Naples office of Dentons Cohen & Grigsby is seeking a mid-level or senior-level associate with excellent experience and academic credentials to join our Trusts, Estates and Wealth Preservation practice in our Naples, FL Office....
-
Associate Attorney
4 weeks ago
naples, United States Dentons Cohen & Grigsby Full timeTrusts, Estates and Wealth Preservation Associate (Dentons Cohen & Grigsby - Naples, FL Office)Responsibilities and PracticeThe Naples office of Dentons Cohen & Grigsby is seeking a mid-level or senior-level associate with excellent experience and academic credentials to join our Trusts, Estates and Wealth Preservation practice in our Naples, FL Office....
-
Associate Attorney
1 month ago
Naples, United States Dentons Cohen & Grigsby Full timeTrusts, Estates and Wealth Preservation Associate (Dentons Cohen & Grigsby - Naples, FL Office)Responsibilities and PracticeThe Naples office of Dentons Cohen & Grigsby is seeking a mid-level or senior-level associate with excellent experience and academic credentials to join our Trusts, Estates and Wealth Preservation practice in our Naples, FL Office....
-
Associate Attorney
1 month ago
Naples, United States Dentons Cohen & Grigsby Full timeTrusts, Estates and Wealth Preservation Associate (Dentons Cohen & Grigsby - Naples, FL Office)Responsibilities and PracticeThe Naples office of Dentons Cohen & Grigsby is seeking a mid-level or senior-level associate with excellent experience and academic credentials to join our Trusts, Estates and Wealth Preservation practice in our Naples, FL Office....
-
Trust & Estates Attorney (Partner level)
4 weeks ago
naples, United States Quarles & Brady LLP Full timePartner or Of Counsel - No Book Required Quarles and Brady, a leading national law firm, has an opening for a Trust & Estate Attorney to join the Naples, Florida office. This position can be filled with a mid-level associate through a partner or counsel level attorney, and no portable practice is required.The ideal candidate will have direct client...
-
Trust & Estates Attorney (Partner level)
4 weeks ago
naples, United States Quarles & Brady LLP Full timePartner or Of Counsel - No Book Required Quarles and Brady, a leading national law firm, has an opening for a Trust & Estate Attorney to join the Naples, Florida office. This position can be filled with a mid-level associate through a partner or counsel level attorney, and no portable practice is required.The ideal candidate will have direct client...
-
Trust & Estates Attorney (Partner level)
1 month ago
Naples, United States Quarles & Brady LLP Full timePartner or Of Counsel - No Book Required Quarles and Brady, a leading national law firm, has an opening for a Trust & Estate Attorney to join the Naples, Florida office. This position can be filled with a mid-level associate through a partner or counsel level attorney, and no portable practice is required.The ideal candidate will have direct client...
-
Trust & Estates Attorney (Partner level)
1 month ago
Naples, United States Quarles & Brady LLP Full timePartner or Of Counsel - No Book Required Quarles and Brady, a leading national law firm, has an opening for a Trust & Estate Attorney to join the Naples, Florida office. This position can be filled with a mid-level associate through a partner or counsel level attorney, and no portable practice is required.The ideal candidate will have direct client...
