Director, Trust Legal Counsel
By Charles Schwab At , Chicago, Il $133,600 - $246,800 a year
Drafting and document review skills for Trusts and related Estate Planning documentation.
Experience or a general familiarity with the business operations of a broker/dealer is a plus.
Strong organizational and communications skills; and
Providing trust and estate expertise on trust, estate, tax and fiduciary issues affecting new and existing trust relationships.
Providing day-to-day guidance to trust officers and administrators on acceptance and ongoing administration of trust relationships.
Reviewing trust documents and preparing appointment, acceptance and resignation paperwork for trust relationships.