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... alternative solutions for clients, outside counsel, insurance departments, courts, and other ... manuals for department's clients. Drafts legal and/or regulatory/legislative memoranda, documents, and ... to fully respond to various..
... established practice, approved procedures and legal constraints with primary focus in ... or charitable trusts. Work with investment officers to invest client accounts ... wealth management model portfolios. Maintain..
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Trust Officer Duties: Responsible for providing customer service and account administration in addition to the sales and distribution of investment and fiduciary services. This position involves profiling customers, identifying customer’s financial ..
Vice President and Trust Officer Duties: Develops, maintains, and manages relationships with clients that allow for a thorough understanding of their personal and financial needs. Provide counsel to clients with investments, ..
Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..
Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
... quality risk management (QRM) and legal compliance evaluation and monitoring, as ... articulate key compliance, business and legal terms to the TRM Leader ... and Global Offices of General..
Counsel Duties: Provide legal support to the Group member ... and manage general corporate governance, legal projects and strategic initiatives. Independently, ... objective, thorough, timely and well-researched legal advice and..