Relationship Manager, Legal Counsel

Vaga não está no LinkedIn

🕒 Abril 29

🏄 California – Remoto

🏄 California – Remote

💵 $148.600 - $198.200 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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First American

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1889

🏠 Imobiliário

💸 Finanças

🏢 Corporativo

Real Estate • Finance • Enterprise

First American é uma empresa histórica que opera desde 1889, evoluindo para uma organização de US$ 9 bilhões com mais de 20. 000 funcionários e mais de 700 escritórios em todo o mundo. A empresa fornece uma variedade de produtos e serviços que auxiliam compradores, vendedores, empresas e investidores no mercado imobiliário. Com forte foco no envolvimento dos funcionários e na cultura, a First American enfatiza a inovação, tecnologia e envolvimento comunitário, impulsionando a transformação dentro da indústria imobiliária.

Descrição

• 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.

🎯 Requisitos

• 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

🏖️ Benefícios

• medical • dental • vision • 401k • PTO/paid sick leave • employee stock purchase plan