The Association of Corporate Counsel (ACC) is the world's largest organization serving the professional and business interests of attorneys who practice in the legal departments of corporations, associations, nonprofits and other private-sector organizations around the globe.
A premier financial services firm located in Houston, Texas seeks a Fiduciary Officer to join its collaborative and team-oriented environment. Compensation is competitive with an attractive benefit package.
Support internal colleagues in all aspects of the administration of trust accounts where the firm serves as trustee.
Participate in the review of distribution request memos for content and appropriate supporting documentation, review of Special Investment Requests, review of Power-to-Adjust Requests, etc., including coaching of internal client team members on appropriate submission content.
Review sophisticated inter-vivos and testamentary trust instruments for high-net worth clients and prepare accurate abstract / synopsis of relevant provisions.
Issue spot newly accepted trusts to provide proper account setup guidance to internal colleagues.
Prepare Initial Trust Reviews for newly opened trust accounts to assist internal colleagues and ensure accurate administration from inception.
Oversee the trust termination process when trusts terminate, including drafting Receipt, Release & Refunding Agreements.
Serve as dedicated fiduciary resource for specialized accounts and assets, such as Irrevocable Life Insurance Trusts.
Support internal colleagues in the administration of trusts including training on appropriate trust administration techniques (overdraft management, discretionary distributions, compliance with trust policies, termination activities, management of special investments, etc.).
Assist in editing and/or drafting of policies and procedures.
Review workflows submitted by client teams that pertain to trust accounts to ensure accuracy and proper trust administration.
Perform additional special projects, as needed (for example, review trusts for compliance with investment policies; review trust accounting system information for accuracy and remediate as necessary, assist with new technology initiatives within the Trust Administration group).
Work with other departments as necessary to effectuate proper trust administration.
College degree required; Law degree preferred.
2 years’ experience in personal trust administration.
Knowledge of trust law.
Excellent analytical skills and attention to detail.
Working knowledge of basic income tax, estate tax, gift tax and GST tax.
Highly motivated and a self-starter, able to work independently.
Good interpersonal skills-ability to deal effectively with a wide variety of people.
A team player.
Excellent computer skills; proficiency with Microsoft Word and Excel.
Ability to handle multiple competing priorities and organize tasks effectively.
Excellent oral and written communication skills.
Internal Number: 27430183
About Frink-Hamlett Legal Solutions
The continued convergence of law, compliance and finance demands an innovative, multi-disciplinary approach to talent acquisition. Frink-Hamlett Legal Solutions delivers smartly designed sourcing strategies that meet these intersecting roads. Certified by the Women’s Business Enterprise National Counsel (WBENC) for over a decade and an approved vendor to global Fortune 500 powerhouses, Frink-Hamlett Legal Solutions is poised to deliver superior legal, compliance and finance candidates nationwide. Specializing in consulting/contingent sourcing and in-house placements, we also are uniquely positioned to provide inclusive candidate pools.
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