Job Description
Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within Wealth Management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles. Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners. Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients' concerns and needs. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Collaborate with Fiduciary Advisors to effectively manage client expectations, create a great client experience and participate in relationship retention efforts. Responsible for outreach to the Wealth Management, Commercial and Retail teams for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services. Participate in development and implementation of Trust and Estate Settlement Services policies and procedures. Education & Experience Knowledge Of: Technical