Overview
Legal Compliance / Insurance / Corporate Secretary for Trust Company (Not Remote) Jobs in McAllen, TX at Mayfair Rioco
Background
The company seeks a person to fill the role as a corporate secretary/compliance officer for private trust company. The company serves as a family office for private equity investments since the 1950s. It facilitates investments and offers services to several single-purpose entities across many industries, such as banking, real estate, oil and gas, and farm and ranch. The Legal Department offers essential advice and support that helps the office perform through its various investments and assist ownership concerns. Legal staff performs to the highest ability within a supportive work environment that offers a range of opportunities to develop staff into experienced professionals.
The company seeks serious candidates ready to step up and respond to the business environments and its constant evolution of the substantive work. Staff must perform diverse legal services, promote honest work, and protect ownership interests. Along with handling internal matters, the legal team oversees a bevy of outside legal practitioners.
Job Duties. The candidates may find themselves doing diverse tasks, such as–
- Assist company on business transactions, in their various forms, whether corporate, real estate, partnership, trusts, etc.
- Prepare for execution and notarize legal documents
- Prepare billing files for management of legal costs
- Work with outside counsel and legal staffs on trust and estate matters
- Work with insurance agents and underwriters on managing claims
- Work with title company to review title commitments and clear title
- Work with estate planners to implement trusts
- Work with accounting to see that accounts receivable and accounts payable work as designed in business deals or leases
- Work with corporate officers to prepare corporate minutes
- Work with regulatory entities to prepare officers for meetings and file appropriate paperwork
- Create and maintain files
- Identify matters that may need lawyer attention
- Organize files and lawyer
- Calendar and schedule dates of ongoing concern
- Any other reasonable duties as directed by Legal Department
Personal and Organizational Development
- Keep an overview of individual and company goals
- Respond effectively to project research
- Manage employee’s time. Self starter.
- Work well under pressure and manage deadlines while maintaining strong integrity and work product
- Communicate effectively in English, Spanish (preferred)
Education & Experience
- College degree required
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- Demonstrated computer skills, including use of Word, Excel, Outlook, and Internet Explorer
Excellent Benefits
- Medical
- Dental
- Vision
- Life
- Short and Long term Disability
- 401K (profit sharing)
- Sick Days
- Vacation
- Holidays
Applicants would likely have at least one of the following "Backgrounds"–
- Legal background in trusts
- Banking background in compliance
- Corporate background in compliance
- Tax and Estate Planning background
- Large institutions, regulatory or compliance background
- Insurance background in policy or risk management
Job Type: Full-time
Pay: $40,000.00 – $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Education:
- Bachelor’s (Required)
Experience:
- insurance industry: 1 year (Preferred)
- trust and estates: 1 year (Preferred)
Language:
- Spanish (Preferred)
Work Location: In person
Title: Legal Compliance / Insurance / Corporate Secretary for Trust Company (Not Remote)
Company: Mayfair Rioco
Location: McAllen, TX
