Estate Settlement Expert — Wealth Management

Broadway Bank; San Antonio (TX); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

Broadway Bank is seeking an Estate Settlement Specialist in Texas within Wealth Mgmt Services. You will lead the Estate Settlement team, oversee fiduciary and agency accounts, and coordinate with advisors and bank partners to promote estate settlement services.

The role includes managing complex estates, presenting to external and internal audiences, and supervising Estate Settlement Officers and Associates as part of a broader fiduciary practice.

Qualifications

• Broad expertise in administration of estates and terminating trusts.
• Meets with prospects, COIs, and banking partners to promote estate settlement services.
• Prepares and delivers professional oral presentations on estate planning and administration.

Responsabilités

• Reviewing Last Will and Testament and/or Trust Document to determine acceptance.
• Locating and communicating with beneficiaries and family about administration.
• Ascertaining, marshaling, and securing all estate assets.
• Hiring and supervising professionals (attorney, CPA, appraisers).
• Collecting information for Inventory, Appraisal, and Form 706.
• Determining and paying decedent's debts and validating claims.
• Distributing property according to document terms.
• Engaging in ancillary probate where needed.

Connaissances

Estate settlement

Fiduciary administration

Client relations

Public speaking

Banking knowledge

Description du poste

Broadway Bank is seeking an Estate Settlement Specialist in Texas within Wealth Mgmt Services. You will lead the Estate Settlement team, oversee fiduciary and agency accounts, and coordinate with advisors and bank partners to promote estate settlement services.

The role includes managing complex estates, presenting to external and internal audiences, and supervising Estate Settlement Officers and Associates as part of a broader fiduciary practice.