What We DoThe Relationship Manager, Legal Counsel - Trust is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality service, regulatory compliance, and alignment with organizational policies. The position combines relationship management with legal expertise to support trust operations and client needs.
What You'll Do: - Build and maintain strong relationships with firm clients and internal stakeholders
- Provide legal advice and guidance on trust-related matters, including compliance and risk management
- Review, draft, and interpret trust documents, agreements, and related legal materials
- Partner with business units to ensure trust services are delivered in accordance with legal and regulatory requirements
- Identify and mitigate legal risks associated with trust activities
- Support client onboarding, account maintenance, and issue resolution
- Stay current on applicable laws, regulations, and industry trends impacting trust services
- Monitors account activity ensuring compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.
- Foster strong relationships with clients, acting as a trusted advisor and addressing their financial concerns with professionalism and expertise.
- Keep accurate records of client interactions and transactions, ensuring data integrity and confidentiality.
What You'll Bring: - Juris Doctor (JD) degree from an accredited law school
- Active license to practice law in at least one U.S. jurisdiction
- 5-12+ years of experience in trust law, estate planning, estate settlement, trust administration, or related legal field
- Experience in client relationship management preferred
- Strong understanding of fiduciary responsibilities and trust administration
- Excellent communication, analytical, and problem-solving skills
- Ability to balance legal risk with business objectives
- Strong interpersonal and relationship-building skills
- High attention to detail and organizational abilities
- Collaborative mindset with the ability to work cross-functionally
Pay Range: $148,600.00 - $198,200.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **What We OfferBy choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
