| Job Description | We are looking for an experienced attorney to join the Private Client Group (PCG) Legal Group to provide legal counsel to BMO Harris Bank N.A. and its affiliates (Bank) regarding the trust, investment, fiduciary and other businesses of those entities. This position will be located in Chicago and will report directly to the Associate General Counsel, US Private Banking Group.
The attorney in this role will exercise independent legal judgment on a variety of issues balanced against business risk, fiduciary risk and policy considerations. He or she will interact with Bank employees, compliance and risk management personnel with regard to all activities of the Bank’s Private Client Group, including but not limited to various banking, fiduciary and investment activities, matters of federal banking law and regulation, sophisticated trust, estate and guardianship administration, investment matters and tax return preparation. He or she will be expected to perform legal research and produce written legal memoranda, as well as review legal documents such as wills, trusts and other estate planning documentation, banking agreements, various marketing material, partnership and corporate agreements, and real estate deeds and contracts. He or she will retain and supervise external counsel when necessary. The attorney in this role will also participate in internal training seminars, internal committees, new product initiatives and review and/or draft policies and procedures. He or she must be able to expand his or her skill-set to provide advice in other legal areas affecting the Bank’s Private Client Group and to represent the PCG Legal Group in special projects and initiatives. The attorney working in this position will be asked to participate in bank-wide projects and to assist in providing legal services to affiliates of the Bank, including registered investment advisor affiliates and those providing family office services to ultra high-net-worth clientele.
Qualifications
Knowledge & Skills:
• Qualified candidates must have a J.D. degree and ten or more years of in-depth, sophisticated experience in estate planning, trust and probate law.
• Strong candidates for this position also will have working knowledge and familiarity with federal banking and securities laws.
• Qualified candidates with both in-house fiduciary counsel and law firm experience specializing in estate planning, trust and probate law will be preferred.
• Excellent analytical skills as well as excellent communication (both written and oral) and interpersonal skills are required.
At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
BMO Harris Bank is committed to an inclusive and barrier-free workplace. By embracing diversity, we gain strength through our people and our perspectives. We are an Equal Opportunity Employer.
Organisation
LCCG-X000076
Schedule
Full-time
Job Posting
03/21/14
Unposting Date
05/05/14 |
| | Company | | BMO Harris Bank | Job Code | | State or Province | | Illinois | | |
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