Relationship Manager, Legal Counsel

🕒 April 29

🏄 California – Remote

🏄 California – Remote

💵 $148.6k - $198.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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First American

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1889

🏠 Real Estate

💸 Finance

🏢 Enterprise

Real Estate • Finance • Enterprise

First American is a historical company that has been operating since 1889, evolving into a $9 billion organization with over 20,000 employees and more than 700 offices worldwide. The company provides a range of products and services that assist homebuyers, sellers, businesses, and investors in the real estate market. With a strong focus on employee engagement and culture, First American emphasizes innovation, technology, and community involvement, driving transformation within the real estate industry.

📋 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.

🎯 Requirements

• 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

🏖️ Benefits

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