Legal and Trust Analyst at First Ally

Experience Level: 

2-3 years post-call

Role Summary:

The Legal and Trust Analyst will provide legal and operational support in the administration of trust structures, ensuring compliance and efficient delivery of trustee services.

Key Responsibilities:

• Assist in drafting and reviewing trust agreements, debentures, and other legal documents.
• Support the creation and management of trust structures for corporate and individual clients.
• Ensure compliance with regulatory obligations under SEC and other relevant bodies.
• Conduct legal research on trust-related issues, providing insights for strategic decision-making.
• Maintain accurate and up-to-date trust records, ensuring proper documentation.
• Support the monitoring of trust accounts and assets, ensuring adherence to fiduciary duties.
• Collaborate with internal and external stakeholders to ensure seamless delivery of trustee services.

Qualifications:

• 2-3 years of legal experience, preferably in trust management or a related field.
• Good understanding of trust law, regulatory compliance, and corporate governance.
• Excellent research, drafting, and communication skills.