Senior Estate & Trust Settlement Advisor

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

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.