Trust & Wealth Legal Counsel

Job Summary

Provides legal advice and counsel to INTRUST Private Wealth Management on a variety of legal matters/problems, prepares resolutions and makes recommendations to Relationship Managers and Management. Main responsibility is foreseeing and protecting INTRUST Bank against legal risks.

Essential Functions

• Review proposed trust documents and other legal agreements.
• Work with bank personnel and outside counsel, when applicable, on developing and modifying these documents including any practices and procedures to conform to legal requirements.
• Review Discretionary Requests, Partial and Final Distribution Requests, and discuss resolution with Relationship Managers and Private Operating Committee.
• Serve as counsel to Private Wealth Management staff to resolve account issues.
• Participate in Private Operating Committee and Private Account Review Committee.
• Act as a liaison with outside legal firms.
• Keep informed of legislation affecting the Wealth Management industry.

Education and Experience

• Graduate from an ABA accredited law school and a member of the Kansas Bar with a minimum of 5 years’ experience in estate planning and taxation with required JD.

Required Skills and Knowledge

• Relies on extensive experience and judgment to plan and accomplish goals;
• Excellent oral/written communication, interpersonal and negotiating skills;
• Able to perform complex legal research and provide competent legal advice.

Required Licenses and/or Certifications

• CPA or LLM in Taxation preferred.

Physical Demands

• Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking.
• Occasional lifting up to 25 lbs.

Working Conditions

• Normal office conditions.