Senior Fiduciary Estate Advisor for Complex Trusts

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

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.