Vice President or First Vice President, Deputy General Adviser in Whiter Trust in Irvin, California

Vice President or First Vice President, Deputy General Adviser in Whiter Trust in Irvin, California
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Vice President or First Vice President, Deputy General Adviser in Whiter Trust in Irvin, California

Whittier Trust is the oldest owned office of multi -capacity offices owned by the private sector on the West Coast, providing exceptional customer service and very intended investment solutions for high -value individuals and their families.

Our professional professionals work with customers and their families to provide a wide range of services including investment management, credit, charitable office and family office. The founding date of the founding entrepreneurship of our founding family continues to direct our activities to customers today. Our teams have been assigned to private family assets, as our teams use an advisory approach to allocating solutions for complex family cases.

Whitter Trust attracts professionals who have a desire to grow while building their service skills for our customers. Our organization is flat, smart and uniquely consistent with the needs and desires of each of the entrepreneurs today, as well as members of the old family who may be several generations of wealth creators. Our corporate culture is one of the focus on customers, cooperation, performance and accountability, family guidance, and long -term job satisfaction. The employee rotation is low due to the high level of participation and job loyalty.

The position provides a competitive compensation package including the basic salary, a reward reward, the consideration in stocks, excellent medical plans, and pension plans.

The Deputy General Adviser will submit a report to the General Adviser and the Consultant in all aspects of the legal activity that affects the company and its entities (including recently RIA), regarding credit and organizational issues, compliance, compliance and public companies ’issues.

Basic functions

1.

Providing advice on trust and credit issues, including reviewing trust documents, potential relationships and legal issues that affect credit accounts.

2.

Working with the external lawyer, the client’s consultant and internal management on a large scale of matters, including confidence and credit, investment/securities, real estate, litigation, employment, human resources and organizational issues.

3.

Participate in compliance and organizational functions.

4.

Review and formulate corporate documents and analyze corporate contracts and transactions.

5.

Participate in business development activities.

6.

Custom responsibilities, as required.

Required credentials/education:

  • Bachelor’s degree (BA) from a four -year college or university
  • Legal qualification (JD) and current membership in Ca State Bar; Ensure that you saw this function posted on Goinhouse.com when applying.

Desired experience:

  • Related experience for at least 8 years, including experience at home and/or in a law firm with very respectable investment banking expertise.
  • A strong background in advice on credit activities, including confidence management.
  • Excellent analytical skills and referee.
  • Verbal and excellent book communication and personal skills.
  • The ability to work effectively as part of the management team.
  • The ability to assess and develop strategies to solve legal risks and effects.
  • The ability to balance and deal with many priorities effectively.
  • Membership in the California Pact.

Personal characteristics

  • Skills of powerful people
  • Customer service concentration
  • Effective verbal communication skills
  • High safety with hard work ethics
  • The team/people present
  • Very organized with time management skills
  • Deficient attention to details

compensation
Competitive basic salary, performance bonus, benefits plans including medical, teeth, vision, life, long -term disability, 401 (k) with the company’s match.

Basic salary range: $ 180,000 – $ 300,000.

https://www.goinhouse.com/jobs/448508602-vice-president-or-senior-vice-president-deputy-general-counsel-at-whittier-trust

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