Trust Officer | Latitude Legal
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Trust Officer

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Are you an experienced Trust Officer looking for an opportunity to join a team of dedicated professionals? A leading Tennessee bank is looking for a Trust Officer to create and administer personal, corporate, employee benefit, IRA, probate, and court-ordered guardianship trusts in accordance with governing documents or court orders. This role offers a great opportunity for a mid-level professional to join a sophisticated and collegial team where professionalism and a friendly atmosphere are highly valued.

In this position, you will primarily review legal documents specifying details, conditions, and duration of a trust, manage and administer various types of fiduciary accounts, manage investment portfolios, consult with clients, review and coordinate fiduciary, personal, and estate tax returns, present to current and prospective trust clients, and serve on departmental and/or bank committees.  The successful candidate will help ensure compliance with the letter and spirit of the bank’s Code of Business Conduct & Ethics, maintain confidentiality, ensure that all legal documents are completed timely and accurately, and keep management informed of key operation issues affecting the department.  Additionally, the Trust Officer will provide training, development and support for all direct reports and will maintain a working knowledge of regulations and bank procedures in compliance with the Bank Secrecy Act and all other applicable laws and regulations. 

Requirements for the Trust Officer
•    8+ years of similar or related experience
•    Knowledge of estate planning and tax experience helpful
•    A law degree (preferred); a master’s degree; or a bachelor’s degree plus professional certification (e.g. CPA)
•    Impeccable business, legal, and ethical judgment
•    Excellent interpersonal communication and organizational skills
•    Outstanding academic credentials and references

Position Details of the Trust Officer
•    Type of role: Permanent
•    Schedule: Full-time
•    Location: Columbia, TN (onsite)

Compensation
The salary range for this role is $90,000 to $135,000 or more. Pay is based on several factors including but not limited to work experience, qualifications, credentials and location.  In addition to salary, a competitive benefits package is also provided.

Confidentiality
Latitude will not disclose your identity or propose you to prospective clients without your prior consent. Candidates selected for further consideration will be contacted.

About Latitude
Latitude is a full-service national legal services company that specializes in providing high-end, flexible contract engagements and permanent positions to outstanding attorneys, paralegals, compliance officers and legal operations professionals. We work closely with our candidates to understand their career goals and match them with the substantive engagements they want with our clients, who range from Fortune 500 corporations to small companies and Global 50 law firms to boutiques. With offices coast-to-coast, we employ legal professionals across the country. Latitude’s client service leaders and recruiters are all former practicing attorneys and understand the demands faced by those we serve.

Permanent Positions
Great legal professionals who are seeking permanent positions choose to work with Latitude because of our deep market knowledge, career advocacy and extensive client base. Our own practice experience and client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.
For more information about Latitude, please visit us at https://latitudelegal.com.

Equal Opportunity Employer

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