Senior Trust and Estate Advisor

2 weeks ago

San Francisco, California, United States Capital Group International Inc. Full time

Overview

The role of the Trust & Estate Senior Specialist at Capital Group International Inc. offers a unique opportunity to leverage your legal expertise in a collaborative environment. This position is part of our Private Client Services (PCS) team, which has a rich history of providing tailored wealth management solutions.

Key Responsibilities

Client Engagement and Estate Planning

  • Collaborate with nationwide distribution and client service teams to deliver insightful planning solutions for high-net-worth clients.
  • Engage in both virtual and face-to-face meetings with clients and their advisors to discuss comprehensive investment, financial, tax, estate, and charitable planning strategies.
  • Analyze and summarize estate planning documents, providing clear communication through discussions, written comments, and visual aids.
  • Identify and address potential challenges and opportunities in estate planning and transfer tax matters.
  • Serve as a resource for inquiries from internal partners and external advisors regarding estate planning.
  • Assist in managing estate planning related to company stock and work with the in-house legal team to mitigate risks.

Fiduciary Responsibilities

  • Act as an officer within our trust company, collaborating with Trust Officers on trustee appointments and ongoing trust administration.
  • Review trust documents to ensure compliance with fiduciary standards.
  • Work with colleagues and external advisors to navigate fiduciary procedures and resolve client-related issues.
  • Participate in committees related to trust company operations.
  • Supervise external legal counsel as necessary.
  • Provide expertise on state-specific laws and procedures.

Business Development

  • Partner with internal teams to drive new business initiatives, including strategic meeting preparation and identifying estate planning opportunities.
  • Attend client prospect meetings as required.
  • Build and maintain relationships with external professionals to enhance business development efforts.
  • Represent Capital Group PCS at external speaking engagements to promote our wealth planning and trustee services.
  • Contribute to the creation of marketing materials and training resources.

Professional Growth

  • Engage with Bar Association and relevant organizations to enhance professional knowledge and relationships.
  • Publish articles in industry journals as appropriate.
  • Stay informed on developments in the field by attending seminars and reviewing relevant publications.

This role may involve travel for client meetings, departmental retreats, and industry conferences, primarily within the region.

Qualifications

The ideal candidate will possess over 7 years of experience in trusts and estates law, either in a law firm or a similar in-house capacity. A J.D. with active membership in a State Bar Association is required.

Preferred qualifications include:

  • An L.L.M. in taxation or certification as a State Bar of California Specialist in Estate Planning, Trust & Probate Law.
  • Experience in post-mortem trust and estate administration or related litigation.
  • Familiarity with capital markets and financial industry practices.
  • Knowledge of fiduciary practices and wealth planning strategies.
  • Understanding of accounting principles and experience with business founders.

Ideal Candidate Attributes

  • Strong time management and communication skills, capable of handling multiple priorities efficiently.
  • Excellent written, verbal, and listening skills.
  • Analytical mindset with attention to detail.
  • Ability to foster relationships based on trust and respect.
  • Client-focused approach with problem-solving capabilities.
  • Proficient in tax and trust research, along with public speaking skills.

Compensation

The base pay range for this position is competitive, complemented by performance bonuses and a robust retirement plan.

Capital Group International Inc. is committed to equal opportunity employment, ensuring compliance with all applicable laws and regulations.

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