Estate & Special Accounts Specialist

Community First Credit Union; Neenah (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Community First Credit Union is seeking a Decedent and Special Accounts Representative to manage deceased, fiduciary, estate, and special accounts with a high degree of accuracy and empathy. You will be the primary contact for complex account inquiries and will guide members and staff through documentation, notarization, and regulatory requirements.

The role emphasizes collaboration with teams to handle sensitive financial information, ensure compliance, and maintain meticulous records.

Qualifications

• Three+ years administering deceased, fiduciary, or special accounts.
• Ability to interpret and process legal/financial documents.
• Strong written and verbal communication with empathy.
• Detail-oriented with organizational skills.
• Familiarity with credit union operations preferred.

Responsibilities

• Deceased member accounts: research, process, and maintain accounts for deceased members, and serve as primary contact for inquiries and service requests
• Special accounts support: provide specialized support to teams managing fiduciary, estate, power of attorney, and trust accounts, ensuring compliance with all relevant regulations, including business and complex accounts
• Documentation and process management: review and verify new account documentation for accuracy and completeness, focusing on fiduciary, trust, and business accounts
• Manage the notary program, providing support and training for new and existing employees to ensure accurate and compliant notarization processes
• Compliance and risk mitigation: stay current with laws and regulations pertaining to fiduciary, estate, trust, and deceased member accounts. Ensure that all account management activities comply with state and federal regulations, as well as internal policies

Skills

Deceased accounts

Estate accounts

Fiduciary accounts

Communication skills

Attention to detail

Tools

Microsoft Office

Financial software

Job description

Community First Credit Union is seeking a Decedent and Special Accounts Representative to manage deceased, fiduciary, estate, and special accounts with a high degree of accuracy and empathy. You will be the primary contact for complex account inquiries and will guide members and staff through documentation, notarization, and regulatory requirements.

The role emphasizes collaboration with teams to handle sensitive financial information, ensure compliance, and maintain meticulous records.