Senior Estate & Trust Settlement Advisor

Truist; Atlanta (GA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Holidays

Vacation Time

Job summary

Truist Financial Corporation seeks a seasoned professional to administer death settlement accounts, including estates and interim trusts. You will conduct due diligence, prepare fiduciary and estate tax returns, and ensure adherence to laws and governing instruments.

The role requires a strong estate/trust administration foundation, proficiency with MS Office, and the ability to collaborate across teams. You will handle large, complex cases and contribute to business development within a

Qualifications

• Bachelor-level education or equivalent experience.
• Strong foundation in estate/trust administration or related field.
• Ability to interpret and apply legal documents and collaborate to solve issues within regulatory frameworks.
• Proficiency with basic computer applications, including MS Office.

Responsibilities

• Administer death settlement accounts, including estates and interim trusts.
• Conduct due diligence on new death settlement matters with focus on risk and profitability.
• Prepare or assist with tax returns (fiduciary, estate, final individual returns).
• Adhere to applicable local, state, and federal laws and governing documents.
• Serve as subject matter expert on estate and interim trust settlements.
• Support sales efforts with respect to future fee appointments and opportunities.
• Handle or support large and complex death settlement cases.
• Act as peer leader in new business development.

Skills

Estate Administration

Trust Administration

Legal Documents Interpretation

Microsoft Office Proficiency

Education

College degree or higher

Tools

Microsoft Office Suite

Job description

Truist Financial Corporation seeks a seasoned professional to administer death settlement accounts, including estates and interim trusts. You will conduct due diligence, prepare fiduciary and estate tax returns, and ensure adherence to laws and governing instruments.

The role requires a strong estate/trust administration foundation, proficiency with MS Office, and the ability to collaborate across teams. You will handle large, complex cases and contribute to business development within a