Qualifications

• Juris Doctorate degree and active member of the Tennessee State Bar.
• At least three years of experience as legal counsel.
• Deep understanding of trust and estate administration procedures.
• Proficient in interpreting complex legal documents.
• Meticulous attention to detail.
• Collaborative team player with independent work capability.
• Strong verbal and written communication skills.
• Effective planning and organizational skills.
• Proficient decision-maker with problem-solving abilities.

Responsibilities

• Commit to The Trust Company’s Mission, Core Values, and Client Promise.
• Negotiate, draft, and review various legal documents including contracts and agreements.
• Handle commercial real estate leases and purchasing agreements.
• Provide clients with insights into trust document and will administration.
• Enhance client experience through collaboration on trust and estate documents.
• Facilitate the estate administration process, ensuring asset security and distribution schedules.
• Manage compliance for trust onboarding, administration, and termination.
• Communicate with Relationship Managers to resolve client inquiries regarding accounts.
• Address compliance issues relating to Unique Assets in IRAs.
• Evaluate new accounts for discretionary powers and identify related liabilities.
• Assist in administration of estates, trusts, and unique assets as per client needs.
• Advise on policies and regulations for trust administration and compliance support.
• Regularly review compliance-related policies and procedures.

Benefits

• Opportunity for professional growth in a specialized legal field.
• Engagement with a variety of complex client cases and unique assets.
• Collaborative work environment that values input from team members.
• Commitment to upholding core values and client satisfaction.
• Supportive infrastructure for legal research and compliance oversight.