United States - Tennessee

Legal

Group Functions

Key responsibilities

Do you have experience with trust and estates matters? Do you know how to think outside the box and work together with branch management to meet the needs of clients? We’re looking for an attorney who can:
• advise business management on legal issues pertaining to client accounts, such as deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys.
• analyze firm and client documents associated with client accounts
• coordinate with branch personnel and third parties to resolve issues

Job Reference #

342684BR

City

Nashville

Job Type

Full Time

The team

You’ll be working with the Field Legal Advisory Group in Nashville, TN. We partner with lawyers and paralegals located in Nashville and New York, as well as financial advisors and branch management throughout the country to provide consistent, timely and thoughtful advice to support the business.

Your skills and experience

• ideally 3+ years experience as an attorney either in a law firm or in-house
• a law degree and are admitted to practice law in the U.S. (or ability to obtain admission)
• sound critical thinking and decision making skills and are comfortable advising all levels of management
• ability to work independently and as a team player to meet tight deadlines
• background in financial services or trusts and estates matters strongly preferred
• proactive, well-organized and detail-oriented
• a good communicator with excellent analytical skills
• ability to build relationships with coworkers in local and remotely located offices
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.