Staff Counsel - Trusts and Estates

Provides trust and estates legal guidance to the Bank in connection with reviewing and opening Trust and Estate accounts. Perform all real estate notary services one day a week in Needham Bank main office.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Reviews and interprets complex estate and trust documents for new and existing customers.
• Coordinates/participates with in-house/outside counsel on disputes and legal actions and manages ordinary course court actions in rare situations.
• Assists in developing training programs and/or materials, as well as providing such training as appropriate or requested.
• Keeps informed of federal and state legislation and judicial decisions that may affect Trust Lines of Business operations; assists in ensuring compliance with said laws, regulations and decisions.

JOB REQUIREMENTS

• The position requires either existing knowledge of trusts and estates, or the ability to learn both.
• Must have or willing to obtain Massachusetts Notary. Must be willing and able to interact with customers to perform notary services for Real Estate Documents, including Mortgages and Deeds.
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

EDUCATION & EXPERIENCE

• Juris Doctorate (JD) from an accredited institution with current license to practice law.
• Legal experience preferred, trust and estate experience preferred.
• Licensed to practice law in the Commonwealth of Massachusetts. Legal coursework in trust and estates required.

WORKING CONDITIONS/PHYSICAL DEMANDS

• 3 days a week (part-time), hybrid schedule available but must work onsite at Needham Bank main office one day per week and work onsite at Wellesley office two days per month.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
• Potential, but not guaranty, of full-time work in other areas of law in the future.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.