Fiduciary Estate Advisor III

Truist; Charlotte (NC); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick leave

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist seeks an experienced Estate/Trust Administrator to manage death settlement accounts, estates and interim trusts for federal estate tax purposes. You will perform due diligence, coordinate with teammates, and prepare fiduciary tax returns.

The role requires strong knowledge of estate administration, legal document interpretation, and proficiency with MS Office. Truist offers comprehensive benefits and a competitive base salary.

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.

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 by way of example and not limitation 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.

Skills

Estate/trust administration

Legal document interpretation

Collaboration / problem solving

Microsoft Office

Education

Bachelor degree or equivalent

Tools

Microsoft Office

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

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.

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 by way of example and not limitation 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.

Qualifications

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).

The annual base salary for this position is $150,000 - $175,000.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

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.

For more details on Truist's generous benefit plans, please visit our Benefits site.

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.

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.

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