Senior Estate & Trust Settlement Advisor

Truist; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Vacation and sick days

Job summary

Truist is looking for a professional to administer death settlement accounts in Atlanta, Georgia. This role requires a strong understanding of estate and trust administration, along with legal interpretation skills. The position supports individuals dealing with death settlements and involves the preparation of tax returns.

With added benefits like medical, dental, vision, and a 401k plan, Truist values its employees and offers a comprehensive range of benefits. Candidates with at least 10 years of fiduciary experience are preferred, along with advanced qualifications.

Qualifications

• Strong foundation in estate/trust administration or a related field.
• Ability to interpret and adhere to legal documents.
• Demonstrated proficiency in basic computer applications.

Responsibilities

• Administer death settlement accounts efficiently and accurately.
• Conduct due diligence for new death settlement matters.
• Facilitate the preparation of applicable tax returns.

Skills

Estate/trust administration

Interpreting legal documents

Basic computer applications

Education

College degree or equivalent

Tools

Microsoft Office

Job description

Truist is looking for a professional to administer death settlement accounts in Atlanta, Georgia. This role requires a strong understanding of estate and trust administration, along with legal interpretation skills. The position supports individuals dealing with death settlements and involves the preparation of tax returns.

With added benefits like medical, dental, vision, and a 401k plan, Truist values its employees and offers a comprehensive range of benefits. Candidates with at least 10 years of fiduciary experience are preferred, along with advanced qualifications.