Legal Project Manager – Trust Legal Support

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank is seeking an experienced candidate for a Legal Project Manager – Trust Legal Support role to join the Law Division’s Wealth Management and Investment Services Legal team. The position will work collaboratively within a small team responsible for managing various ongoing legal support tasks and projects related to the Wealth Management and Investment Services businesses, including analyzing and responding to subpoenas and legal process directed to the U.S. Bancorp trust entities; researching applicable law, legal pleadings, and underlying account details tied to ongoing matters; and providing entity governance support. The successful candidate will have significant knowledge of the legal process function and an understanding of trust structures and activities within Corporate Trust, Institutional Trust, and Personal Trust and Fiduciary Investment businesses.  

We are looking for an individual who can work independently but collaboratively in a fast-paced and collegial team environment, and demonstrate exceptional decision-making, judgment, and discretion, as matters often involve sensitive customer records and confidential investigations.

Primary Responsibilities

- Respond to complex subpoenas on behalf of the trust entities, including negotiating with attorneys and law enforcement agents concerning the timing and scope of the response

- Conduct legal and account research and analyze individual and aggregate customer account information including with respect to securitized residential mortgages and foreclosures

- Assess compliance with laws, regulations, and policies concerning release of confidential customer information including for fiduciary accounts

- Provide daily monitoring of and conduct research related to relevant legal filings

- Provide governance support for various subsidiaries including preparing documents for execution via Docusign, scheduling and facilitating board meetings, and preparing minutes, resolutions and filings as needed

- Provide historical research for business activities and accounts and regularly serve in an advisory capacity to business line representatives and outside counsel

Additional Responsibilities

- Address annual Maritime reporting

- Assist with default account monitoring

- Provide research for Tax Lien/Land Trust issues

- Assist with special projects on an as needed basis

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to eight years of experience in project management activities

Preferred Skills/Experience

- Paralegal certificate

- Five or more years of relevant paralegal or project management experience, preferably in the financial services industry, at a public company, or large law firm

- Prior experience working with and responding to compulsory legal process

- Demonstrated ability to successfully navigate and understand relationships across varied account databases, customer accounts, and complex financial transactions

- Supervisory skills desired

- Familiarity with online court docketing systems, PACER and Westlaw a plus 

- Ability to work independently and manage a large volume of detailed tasks

- Excellent organizational skills and attention to detail

- Strong communication skills and commitment to client service

- Ability to prioritize effectively and meet deadlines, including excellent follow-through with minimal supervision and where inputs from multiple parties must be obtained

- Excellent analytical, project management, and document management skills

- Ability to work efficiently and effectively with others in a very fast-paced environment and take on responsibility for new areas as situations arise

Location expectations 
This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants