Estate Advisor III

Truist; Atlanta (GA); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

401k plan

Vacation and sick days

Descripción de la vacante

Truist is looking for a professional to administer death settlement accounts in Atlanta, Georgia. This role requires a strong understanding of estate and trust administration, along with legal interpretation skills. The position supports individuals dealing with death settlements and involves the preparation of tax returns.

With added benefits like medical, dental, vision, and a 401k plan, Truist values its employees and offers a comprehensive range of benefits. Candidates with at least 10 years of fiduciary experience are preferred, along with advanced qualifications.

Formación

• Strong foundation in estate/trust administration or a related field.
• Ability to interpret and adhere to legal documents.
• Demonstrated proficiency in basic computer applications.

Responsabilidades

• Administer death settlement accounts efficiently and accurately.
• Conduct due diligence for new death settlement matters.
• Facilitate the preparation of applicable tax returns.

Conocimientos

Estate/trust administration

Interpreting legal documents

Basic computer applications

Educación

College degree or equivalent

Herramientas

Microsoft Office

Descripción del empleo

Job Overview

Administer death settlement accounts, including estates and certain interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes.

Position Details

Type: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Essential Duties and Responsibilities

• Conduct due diligence for new death settlement matters, considering risk and profitability among other factors.
• Administer death settlement accounts efficiently and accurately in coordination with teammates.
• Facilitate the preparation of applicable tax returns, including final individual income tax returns, fiduciary income tax returns, and estate tax returns.
• Adhere to local, state, and federal laws related to death settlement as well as the governing instrument.
• Serve as subject matter expert with respect to estate and interim trust settlement.
• Support teammates’ sales efforts with respect to reserve‑level future fee appointments and current estate/interim trust opportunities.
• Handle or support the largest and most complex death settlement cases.
• Peer leader in new business development.

Required Qualifications

• College degree or equivalent education, training, and work‑related experience.
• Strong foundation in estate/trust administration or a related field.
• Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regularly framework.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications

• 10 years fiduciary experience.
• Obtained or working toward an advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP).

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Equal Employment Opportunity

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work