Are you a client-focused qualified lawyer with 2-5 years of experience? If so, this could be the ideal role for you! Our client is looking for a proactive, self-starter to join their team to deal with tax planning and the In-house counsel/legal side of the business.
Key Responsibilities:
- Advising on complex trust structures, portfolio restructures, and preparing technical correspondence
- Contributing to strategic advisory projects like succession planning, fiduciary structure stress-testing, and family governance
- Managing client onboarding, including client and asset acceptance procedures, document preparation, and collaboration with compliance, legal, and wealth planning teams
- Preparing trust-related documents and liaising with client advisors
- Participating in wealth planning reviews of existing fiduciary structures
If you have a strong network in fiduciary and financial services, ideally a trust/corporate law background with an entrepreneurial mindset, and excellent advisory and collaboration skills, then register with us today to learn more!
