Relationship Manager, Legal Counsel

🕒 il y a 1 mois

🏄 California – Distant

🏄 California – Remote

💵 $148 600 - $198 200 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

🦅 Parrain de Visa H1B

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First American

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1889

🏠 Immobilier

💸 Finance

🏢 Entreprise

Real Estate • Finance • Enterprise

First American est une entreprise historique en activité depuis 1889, ayant évolué pour devenir une organisation de 9 milliards de dollars avec plus de 20 000 employés et plus de 700 bureaux dans le monde entier. L'entreprise propose une gamme de produits et de services qui assistent les acheteurs de maisons, les vendeurs, les entreprises et les investisseurs dans le marché immobilier. Avec un fort accent sur l'engagement des employés et la culture d'entreprise, First American met l'accent sur l'innovation, la technologie et l'implication communautaire, impulsant la transformation au sein de l'industrie immobilière.

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

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