Fiduciary Estate Advisor III

Truist; Richmond (VA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision plans

401(k) plan with company match

Job summary

Truist is seeking an experienced professional to conduct due diligence and administer death settlement matters, ensuring compliance with legal and regulatory requirements in a large financial services environment.

The role involves preparing tax returns and serving as a subject matter expert on estate and interim trust settlements, while supporting sales efforts and leading complex cases. A college degree and strong fiduciary background are 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 regulatory 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 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

Microsoft Office proficiency

Collaboration and problem solving

Education

College degree or equivalent education/experience

Advanced degree or professional license (JD/LLM/MBA/CPA/CTFA/CFP)

Tools

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Conduct due diligence for new death settlement matters, considering risk and profitability among other factors.
2. Administer death settlement accounts efficiently and accurately in coordination with teammates.
3. 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.
4. Adhere to local, state, and federal laws related to death settlement as well as the governing instrument.
5. Serve as subject matter expert with respect to estate and interim trust settlement.
6. Support teammates' sales efforts with respect to reserve-level future fee appointments and current estate/interim trust opportunities.
7. Handle or support the largest and most complex death settlement cases.
8. Peer leader in new business development.

QUALIFICATIONS Required Qualifications:

1. College degree or equivalent education, training, and work-related experience.
2. Strong foundation in estate/trust administration or a related field.
3. Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regularly framework.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. 10 years fiduciary experience.
2. 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.

Benefits

• 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.
• 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.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.