Trust & Estate Settlement Support Specialist

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

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.