Estate Advisor I

Truist•Boca Raton, FL

10d•Onsite

About The Position

Administer death settlement accounts, including estates and certain interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

College degree or equivalent education, training, and work-related experience.
Experience 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.

Nice To Haves

5 years fiduciary experience
Obtained or working toward an advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP).

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.
Support teammates' sales efforts with respect to GenSpring and reserve-level future fee appointments and current estate/interim trust opportunities.