Associate Fiduciary Counsel

1 day ago

Brentwood, Tennessee, United States The Forge Companies Full time

Job Summary

The Associate Fiduciary Counsel for Advocacy Trust LLC ("AT") will support AT's Chief Fiduciary Counsel by assisting with the management of legal matters impacting the trust company.

This position entails identifying and analyzing fiduciary legal issues that arise during the course of AT's services to clients. This position will report to AT's Chief Fiduciary Counsel and will collaborate with The Forge Companies' General Counsel on control processes including BSA and AML compliance, regulatory relations, and cybersecurity management for AT.

This position will also provide legal support to the personal trust line of business and be the primary legal support for all LLCs/LPs, Closely Held Businesses, Life Insurance and Annuities, as well as legal support for fiduciary tax matters

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibilities

  • Fiduciary Counsel Support
  • Perform legal reviews for all new personal trust accounts to be onboarded to AT and any needed support for SNTs and SPTs
  • Provide legal support for the closing account process including NJSA preparation for approval of final accounts with a focus on personal trust accounts
  • Support the Chief Fiduciary Counsel with legal issues and projects
  • Assist Chief Fiduciary Counsel on litigation matters
  • Provide legal support on issues that arise during the onboarding, administration, and termination of accounts with a focus on personal trust accounts
  • Correspondence with Drafting Attorneys & Trust Counsel
  • Work on regulatory and corporate governance matters
  • Mentor and assist with the supervision of the Fiduciary Paralegal
  • AT Special Assets Legal Support
  • Legal support around onboarding and management of LLCs/LPs and other closely held businesses (with assistance from outside expertise)
  • Conduct legal oversight of ILITs
  • Provide legal support on matters related to annuities
  • AT Tax Support
  • Oversee and monitor preparation of fiduciary returns by outside CPA firms
  • Provide legal support to tax liaison on EY relationship
  • Serve as legal point of contact on all fiduciary tax matters including IRS correspondence and response to IRS notices

Skills and Specifications

The Skills And Specifications Of Counsel Include

  • Operate effectively in an environment that stresses both individual accountability and team-based performance;
  • Experience with fiduciary matters;
  • Excellent communication skills to confer with employees, clients, and attorneys;
  • Strong interpersonal communication skills, including both verbal and written;
  • Comfortable with operating multiple computer applications;
  • Strong organizational skills and attention to detail;
  • Excellent analytical and logical thinking skills;
  • Takes initiative and adapts easily to a constantly changing environment;
  • Ability to relay complex information understandably to others;
  • Collaborative attitude and ability to lead others; and
  • Values the establishment and nurturing of long-term internal and external relationships.

Minimum Qualifications (Knowledge, Skills, And Abilities)

  • Law Degree;
  • Active law license in at least one state; and
  • Ability to use Microsoft Office software including: Word, Excel, PowerPoint, and Outlook.

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