Trust and Estate Settlement Support Associate

Busey; Saint Charles (MO); On-site; USD 35,817 - 44,083; Full time

Benefits offered by this job

401(k) match

Profit sharing

Paid time off

Medical, dental, vision insurance

Employee assistance program

Job summary

A financial services company in Saint Charles, Missouri, seeks a Trust and Estate Settlement Support Associate. This entry-level role involves providing administrative, operational, and client service support to the Trust and Estate team. Candidates should have a bachelor’s degree and relevant experience in fiduciary services. The position offers a competitive salary, full-time employment, and a comprehensive benefits package, including 401(k) matching and paid time off.

Qualifications

• Knowledge of trust and estate administration processes.
• Basic estate and tax law principles required.
• Experience in financial services or legal assistance preferred.

Responsibilities

• Assist in the administration of post-mortem trust and estate settlements.
• Coordinate and schedule client meetings.
• Support the collection and organization of information required for reporting.

Skills

Organizational skills

Time management

Written communication

Verbal communication

Problem-solving

Critical thinking

Education

Bachelor’s degree in Business or Finance

2+ years in fiduciary services or estate administration

Tools

Microsoft Office Suite

Trust accounting systems

Job description

Position

Trust and Estate Settlement Support Associate – role at Busey.

Position overview: The Trust and Estate Settlement Support Associate provides administrative, operational, and client service support to the Trust and Estate Settlement team. This role helps ensure the efficient execution of post-mortem trust and estate settlement services by assisting with documentation, communication, and coordination across internal teams and external stakeholders.

Responsibilities

• Assist in the administration of post-mortem trust and estate settlements, including document preparation, file maintenance, and deadline tracking.
• Coordinate and schedule client meetings, prepare meeting materials, and follow up on action items.
• Support the collection and organization of information required for estate and trust reporting, tax filings, and legal documentation.
• Maintain the integrity of client files and ensure compliance with internal policies and regulatory requirements.
• Monitor account activity and cash positions to ensure sufficient liquidity for distributions and expenses.
• Facilitate communication with beneficiaries, co-fiduciaries, and professional advisors.
• Assist with onboarding new estate and trust accounts, including account opening and documentation review.
• Prepare and distribute reports, including fee reviews, estate summaries, and court filings.
• Support internal and external outreach initiatives, including educational events and Center of Influence (COI) engagement.
• Provide general administrative support to the Trust and Estate Settlement team, including project coordination and special assignments.

Qualifications

• Knowledge of:
• Trust and estate administration processes
• Basic estate and tax law principles
• Microsoft Office Suite and trust accounting systems
• Ability to:
• Strong organizational and time management skills
• Excellent written and verbal communication
• Ability to handle sensitive information with discretion
• Problem-solving and critical thinking skills
• Ability to work independently and as part of a team
• Education and Training
• Bachelor’s degree – particularly in Business or Finance is preferred
• 2+ years of experience in fiduciary services, estate administration, or financial services (Paralegal/legal experience)

Compensation and Benefits

Salary offered is based on factors including but not limited to job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. Base Pay Range: $26 - $32 per hour.

Busey provides a competitive Total Rewards package including benefits such as 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives, and an employee assistance program. Eligible associates may have access to pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank and its subsidiaries do not accept liability for fees for resumes from recruiters or employment agencies without a binding, written recruitment agreement. Busey may consider candidates submitted by an Agency with an Agreement in place and reserves the right to hire those candidates without financial obligation to the Agency. Agencies without an Agreement are requested not to contact any Busey associates with recruiting inquiries or resumes. No phone calls or emails, please.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: Banking

Note: This listing may include location and timing details from the posting.