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Regional Fiduciary Executive
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Full-time
- Collaborate with the Managing Director of Personal Trust and the Chief Fiduciary Officer to set trust administration execution strategies.
- ESSENTIAL DUTIES AND RESPONSIBILITIES:Ø Leadership ResponsibilitiesØ In collaboration with the Managing Director of Personal Trust, the Chief Fiduciary Officer and in consultation with Private Bank Legal Counsel, lead sound fiduciary decision-making for all IM&T regions of the Bancorp.
- Perform necessary legal research for assigned regionsØ Receive, investigate and distribute complaints to Business Controls, Private Bank Legal Counsel and trust officers.
- Review legal documents including contracts, trust agreements, wills and non-judicial settlement agreements, and serve as liaison to Private Bank Legal Counsel if next level review is needed.
- Partner with Private Bank Legal Counsel (and external counsel, when necessary) to draft protective documentation and to manage threats and litigation.
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