Estate Settlement Specialist: Trust & Client Service

Fifth Third Bank; Wilmington (DE); Presencial; USD 61.000 - 126.000; Jornada completa

Descripción de la vacante

Fifth Third Bank is seeking an Estate Settlement Administrator to support Estate Officers across estate settlement processes, ensuring client service, regulatory compliance, and accurate asset handling.

You will coordinate communications with beneficiaries, collect assets, process probate, and maintain trust accounting systems, with opportunities to contribute to risk management and workflow improvements.

Formación

• Bachelor's degree strongly preferred.
• Minimum 2 years of professional experience in estate, trust, or financial services preferred.
• Ability to manage multiple priorities and deadlines.
• Foundational understanding of estate planning, fiduciary responsibilities, and tax matters.

Responsabilidades

• Support estate officers in communications with beneficiaries and advisors.
• Coordinate family letters, bequest notifications, and distribution updates.
• Ensure compliance with internal policies for account openings and closings.
• Collect and process estate assets, file probate documents, and manage distributions.
• Maintain trust accounting integrity, including fee setup and statement generation.
• Stay informed on fiduciary matters and regulatory requirements.
• Perform other duties as assigned.

Conocimientos

Organizational & Time Management

Attention to Detail

Trust Administration Knowledge

Financial Acumen

Educación

Bachelor's degree

Herramientas

CRM

ACE

Workflow Portal

AM Administrator

Microsoft Office Suite

Descripción del empleo

Fifth Third Bank is seeking an Estate Settlement Administrator to support Estate Officers across estate settlement processes, ensuring client service, regulatory compliance, and accurate asset handling.

You will coordinate communications with beneficiaries, collect assets, process probate, and maintain trust accounting systems, with opportunities to contribute to risk management and workflow improvements.