Estate Settlement Associate

Blue Trust Inc•Brentwood, TN

19h

About The Position

The Estate Settlement Associate will assist in the daily management of estate settlement matters at Blue Trust by managing documentation, tracking assets and deadlines, coordinating account activity, and assisting with communications. This role plays a critical part in ensuring estates are settled accurately and efficiently while partnering closely with Estate Settlement Advisors and escalating complex or judgment-based issues as needed. Ideal candidates are detail-oriented, highly organized, and team players.

Requirements

Strong administrative and organizational skills with the ability to manage multiple priorities and deadlines simultaneously
Ability to work independently while also collaborating effectively within a team
Strong attention to detail with the ability to identify inconsistencies, missing information, or process gaps
Proven experience handling detailed documentation, recordkeeping, and process tracking with a high degree of accuracy
Experience coordinating calendars, meetings, reports, and communications across internal and external stakeholders
Comfortable working with confidential, sensitive, or regulated information
Demonstrated ability to recognize issues that require escalation versus those that can be resolved independently
Excellent written and verbal communication skills
Strong sense of accountability and ownership for assigned responsibilities
Proficiency in Microsoft Office or comparable business software; ability to learn firm-specific systems quickly

Nice To Haves

Bachelor’s degree preferred
3+ years of experience in probate and trust administration or in a high-level administrative, operations, or support role in a professional services environment
Experience supporting senior professionals or managing complex, multi-step workflows required

Responsibilities

Provides administration and coordination support to the estate settlement team
Maintains accurate files, assists with gathering of trust, estate, and asset documentation
Responsible for certain account matters and duties such as document review, records related to estates, monitoring distributions
Assists with accounting, Administrative, and Investment reviews
Monitors correspondence and other items with critical dates such as filings, notices, and tax deadlines
Obtains Tax Identification Numbers for, and opens, estate/trust accounts
Coordinates with financial institutions and other professionals to establish date of death values of decedent's assets
Prepares forms to transfer decedent's assets to respective estate or trust account/name
Maintains tracking records related to active estates, real property within estates, annual asset reviews, fees, etc.
Prepares and processes paperwork for client billing, cash movement
Assists with compilation and mailing of tax returns for the decedent, the estate, and/or trusts that are a part of the estate
Monitors Fidelity Alerts and notifies team when needed
Participates in one-on-one meetings with Estate Settlement Advisor(s)
Takes minutes at weekly TEMS meeting
Identifies quarterly rocks and attends weekly Level 10 meetings
Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values
Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company