Private Bank Attorney

Bank of America
Published
December 26, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

The applicant will serve as a legal support partner to the Private Bank team and will advise them on matters concerning fiduciary law. Other responsibilities include:

  • Review and interpretation of wills and trust agreements and legal entity documents under applicable state law;
  • Provide legal advice regarding the use of various investment products in fiduciary accounts;
  • Conflict resolution (complaints and pre-litigation);
  • Management of outside counsel in pre-litigation and litigation matters as well as trust modifications, declaratory judgments, and court accountings;
  • Advice on OCC and other regulatory exams and issues;
  • Advisory role on Private Bank governance committees, forums and workgroups; and
  • Legal advice on strategic projects impacting the Private Bank.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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Job Description:

The applicant will serve as a legal support partner to the Private Bank team and will advise them on matters concerning fiduciary law. Other responsibilities include:

  • Review and interpretation of wills and trust agreements and legal entity documents under applicable state law;
  • Provide legal advice regarding the use of various investment products in fiduciary accounts;
  • Conflict resolution (complaints and pre-litigation);
  • Management of outside counsel in pre-litigation and litigation matters as well as trust modifications, declaratory judgments, and court accountings;
  • Advice on OCC and other regulatory exams and issues;
  • Advisory role on Private Bank governance committees, forums and workgroups; and
  • Legal advice on strategic projects impacting the Private Bank.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:
The applicant will serve as a legal support partner to the Private Bank team and will advise them on matters concerning fiduciary law. Other responsibilities include:

  • Review and interpretation of wills and trust agreements and legal entity documents under applicable state law;
  • Provide legal advice regarding the use of various investment products in fiduciary accounts;
  • Conflict resolution (complaints and pre-litigation);
  • Management of outside counsel in pre-litigation and litigation matters as well as trust modifications, declaratory judgments, and court accountings;
  • Advice on OCC and other regulatory exams and issues;
  • Advisory role on Private Bank governance committees, forums and workgroups; and
  • Legal advice on strategic projects impacting the Private Bank.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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