Estate Advisor I
Truist Bank•Boca Raton, FL
•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.
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.
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation
- sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
