Estate Client Services Specialist – Based in Fort Collins

Trustee Services Group; Fort Collins, Northern (CO, KY); Hybrid; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Life insurance

401(k) retirement plan with employer 1

Job summary

Trustee Services Group in Fort Collins seeks an Estate Client Services Specialist. The role focuses on furnishing trusted estate services, coordinating with advisors, and ensuring accurate asset administration for client families.

The ideal candidate collaborates with attorneys, CPAs, and financial professionals, delivering timely client service and maintaining strict confidentiality.

Qualifications

• Experience with trusts and estates is required.
• Understanding of taxes and investments is a bonus.

Responsibilities

• Estate Services: Secure assets after a death has been reported.
• Inventory decedent’s assets.
• Complete financial forms for asset collection and distribution.
• Inventory decedent’s debts.
• Distribute tangible items per legal documents.
• Communication with estate beneficiaries.
• Collaboratively work with tax professionals to ensure complete tax reporting.
• Work with the TSG team to prepare reports for beneficiaries and the probate court.
• Distribute assets to beneficiaries
• Attend weekly staff meetings.
• Support other team members with projects and duties, as needed.

Skills

Trusts and estates

Taxes and investments

Tools

Excel

Word

Outlook

Citrix

WealthHub

Job description

Estate Client Services Specialist - Based in Fort Collins

“For in the end, it is impossible to have a great life unless it is a meaningful life. And it is very difficult to have a meaningful life without meaningful work. Perhaps, then, you might gain that rare tranquility [satisfaction] of knowing that you’ve had a hand in creating something of intrinsic excellence that makes a contribution. Indeed, you might even gain that deepest of all satisfactions knowing that your short time here on this earth has been well spent, and that it mattered.” – Jim Collins, Good to Great

About Trustee Services Group

Based in Colorado Springs, Colorado, Trustee Services Group (TSG) is a boutique professional services firm specializing in estate fiduciary and trustee services. Although similar to a Trust Company, TSG is “intentionally different” in our focus and approach to the Estate Fiduciary and Trustee services which we deliver. At TSG, we operate by a core set of values: Excellence, Collaboration, Integrity, Service, Kindness, and Stewardship, which guide everything we do, from our internal culture to our client relationships.

Our difference begins with our client objectives which are: 1) That the family wealth does not adversely affect a family’s ability to do life together; and 2) That the inherited wealth is stewarded to live a life of meaning and purpose. This is the “success” we strive for at Trustee Services Group.

TSG works collaboratively with the professional advisory community, in particular with financial advisors and estate attorneys.

At Trustee Services Group, we don’t manage wealth. We never have and never will. Instead, we always work in collaboration with the client’s chosen wealth advisor. Furthermore, even though Trustee Services Group is attorney owned and operated, TSG does not practice law and instead we always work collaboratively with legal team of our client’s choosing.

Because we don’t manage wealth and don’t practice law, we are not daily distracted by the complexities of those practices and instead are able to daily focus upon our core competency which is to collaboratively help families navigate through the unique complexities of generational wealth. At TSG we take a “servant leadership” when working with our clients and their chosen wealth advisory team. For our beneficial clients, we strive to regularly educate and invite their active involvement in the Trust and Estate decision making.

For our wealth advisory relationships, we seek to equip them to become generational with their client relationships while also collaboratively serving families in the wealth transfer context. With its home office in Colorado Springs, Colorado, and with office presence in Denver, Fort Collins and Cheyenne, Wyoming, Trustee Services Group has clients and relationships throughout the United States. With it’s unique focus and collaborative “open architecture” approach, TSG is recognized as an experienced thought leader in generational wealth.

The Ideal Candidate

The ideal candidate will be a professional with a solid reputation and experience in the estate and/or wealth services industries. Strong relationship skills fueled by an intense desire to deliver timely excellence in client services is a must.

The ideal candidate thrives on serving clients and working collaboratively with the TSG team, attorneys, financial advisors, and CPAs. An understanding of and experience in estate settlement or estate planning is also beneficial.

The successful candidate must be a self‑motivated, responsible individual who can work independently and thrive in an environment where time management, communication, attention to detail and timely follow‑through are critical.

A proven strong character and desire to work in a team environment is required.

Responsibilities

• Estate Services
  
  
  
  • Secure assets after a death has been reported.
  
  
  • Inventory decedent’s assets.
  
  
  • Complete financial forms for asset collection and distribution.
  
  
  • Inventory decedent’s debts.
  
  
  • Distribute tangible items per legal documents.
  
  
  • Communication with estate beneficiaries.
  
  
  • Collaboratively work with tax professionals to ensure complete tax reporting.
  
  
  • Work with the TSG team to prepare reports for beneficiaries and the probate court.
  
  
  • Distribute assets to beneficiaries
  
  
  
  


• Deferred Client Meetings and Review
  
  
  
  • Meet with prospective clients in‑person in our Colorado Springs or Denver offices, or via Zoom or phone.
  
  
  • Educate prospective clients on the TSG Way.
  
  
  • Review legal documents to ensure TSG has been named correctly.
  
  
  
  


• Support Trustee Services Team
  
  
  
  • Attend weekly staff meetings.
  
  
  • Support other team members with projects and duties, as needed.
  
  
  
  

Qualifications

• Desired Technical & Professional Skills
  
  
  
  • Experience with trusts and estates is required.
  
  
  • Understanding of taxes and investments is a bonus.
  
  
  
  


• Client-Facing & Interpersonal Skills
  
  
  
  • Communication: Clear and professional verbal and written communication with clients, beneficiaries, and professional advisors (legal, financial and tax).
  
  
  
  


• Personal & Professional Attributes
  
  
  
  • Must be able to work independently.
  
  
  • Attention to Detail: Precision in managing legal documents, financial records, and client communications.
  
  
  • Time Management: Ability to prioritize and manage multiple tasks efficiently.
  
  
  • Coachability: Open to feedback and committed to continuous learning and improvement.
  
  
  • Integrity: upholds confidentiality and performs duties with honesty.
  
  
  
  


• Technology Skills
  
  
  
  • Microsoft Office Suite: especially Excel, Word, and Outlook for reporting and documentation.
  
  
  • Document Management Systems: Familiarity with digital filing and compliance tracking tools. Trustee Services Group currently uses Citrix for its document retention and WealthHub (built on Salesforce) as its Trust Administration and CRM platform
  
  
  
  

Work Environment

The position is primarily remote. However, travel to locations in Fort Collins and North Denver will be required for in person meetings, training, or client engagements. Occasional travel to other locations outside of our immediate location may be required for estate services.

Compensation & Benefits

The position is full-time. Compensation can range from $24-$34, depending on experience.

TSG also offers a full package of employee benefits including health, vision, and life insurance, as well as a 401(k) retirement saving plan with employer match.