Senior Trust Administration Lead (Remote)

Stifel Financial Corp.; St. Louis (MO); Vor Ort; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

Stifel Financial Corp. in Missouri seeks a senior Personal Trust Administration Manager to lead complex trust accounts across remote offices, guiding fiduciary decisions and ensuring compliant administration.

You will manage post-death provisions, coordinate estate activities with attorneys and CPAs, supervise account setup, and oversee trust-related audits while building client relationships and driving consistency in practices.

Qualifikationen

• Review trusts to ensure regulatory guidelines and fiduciary responsibility; interpret document to ensure appropriate administration of trusts and make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines.
• Coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility and review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen; review estate tax return (706) and order of distribution.
• Establish and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc
• Review Court Accountings and file with the appropriate Court or Court Referee.
• Monitor the yearly gift from the client to insurance trusts for payment of premiums. Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions.
• Develop relationships with clients through frequent contact via telephone, email, or in writing.
• Provide leadership, workflow oversight, and day-to-day supervision of Trust Officers and administration personnel in remote offices, ensuring consistent trust administration practices and adherence to policies and procedures.

Aufgaben

• Review trusts to ensure regulatory guidelines and fiduciary responsibility; interpret document to ensure appropriate administration of trusts and make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines.
• Monitor and execute post-death provisions; coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility and review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen; review estate tax return (706) and order of distribution.
• Approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc
• Review Court Accountings and file with the appropriate Court or Court Referee.
• Monitor the yearly gift from the client to insurance trusts for payment of premiums. Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions.
• Develop relationships with clients through frequent contact via telephone, email, or in writing.
• Provide leadership, workflow oversight, and day-to-day supervision of Trust Officers and administration personnel in remote offices, ensuring consistent trust administration practices and adherence to policies and procedures.

Kenntnisse

Trust administration

Regulatory compliance

Customer service

Leadership

Analytical thinking

Travel readiness

Ausbildung

Bachelor's Degree in Business

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Jobbeschreibung

Stifel Financial Corp. in Missouri seeks a senior Personal Trust Administration Manager to lead complex trust accounts across remote offices, guiding fiduciary decisions and ensuring compliant administration.

You will manage post-death provisions, coordinate estate activities with attorneys and CPAs, supervise account setup, and oversee trust-related audits while building client relationships and driving consistency in practices.