Job Description
Trust Legal Counsel - Full Time - R013635
Trust Legal Counsel is responsible for providing legal guidance to Trust Lines of Business in order to assist senior management with investment and management of trusts and estates. This role ensures compliance and minimizes legal risk for the company. If you have a Juris Doctorate (JD) from an accredited institution and are licensed to practice law, we encourage you to apply for this full-time position at our company. We are an Equal Opportunity/Affirmative Action Employer and value diversity in our workplace.
Location: City Plaza - Baton Rouge, LA; Hancock Whitney Center - New Orleans, LA
Time Type: Full time
Posted On: Posted Yesterday
Job Requisition ID: R013635
Job Function/Summary:
As Trust Legal Counsel, you will review and interpret complex trust documents related to investment and management of trusts and estates. This includes addressing accounting-related issues, conflicts of interest, fees, and potential breaches of fiduciary duties. You will also oversee and provide support on estate administration matters and assist in developing training programs and materials for the company.
Essential Duties and Responsibilities:
- Review and interpret complex trust documents - Oversee and support estate administration matters - Coordinate/participate with in-house/outside counsel on disputes and legal actions - Maintain record of threatened and/or actual litigation - Assist in developing training programs and materials - Serve as Chair of Discretionary Distribution Committee and Trust Administrative Committee - Keep informed of federal and state legislation and judicial decisions - Ensure compliance with laws and regulations
Minimum Requirements:
- Juris Doctorate (JD) from an accredited institution with current license to practice law - 7 years of legal and/or trust experience - Licensed to practice law in Alabama, Florida, Louisiana, Mississippi, or Texas, or eligible to become licensed in one or more of those states - In-depth knowledge of legal and regulatory regimes governing collective investment trusts - Proficient in Microsoft Office products
Supervisory Responsibilities:
None
Essential Mental and Physical Requirements:
- Ability to work under stress and meet deadlines - Ability to operate related equipment - Ability to read and interpret documents - Ability to travel if required - Ability to lift/move/carry approximately 10 pounds
Disclaimer:
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to the company. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to the job at any time.
Equal Opportunity/Affirmative Action Employers:
We are an Equal Opportunity/Affirmative Action Employer and value diversity in our workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state, and local laws.
