Second Vice President, Senior Paralegal
CurrentAssesses details of 100+ clients’ potential investment and plan documentation in conjunction with established trust and custody agreementsCommunicates discrepancies with investment documents to relationship staff, investment managers, and clients directlyPoint person for the bank’s Most Favored Nation Language Working Group and facilitates annual review of compliance with MFN language in agreementsMaintains database of all C&IS legacy trust and custody agreementsCreated and updates Legal Department Resource Wikipedia site for quick reference on different legal topicsDrafts and trains partners on proper C&IS authorized party documentation and procedures