Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

This position is responsible for the management and administration of estates and related trusts. Manages estates which may include those with sophisticated plans, sensitive family situations, or difficult issues. Builds strong relationships with involved parties to streamline estate efforts and successfully execute the will or trust. Maintains frequent contact with all involved parties to respond to their needs. Investigates and resolves inquiries related to investment, tax, legal, or valuation issues. Monitors compliance with all applicable regulations and requirements to ensure accurate, efficient estate administration that reduces risk for the Bank.

• Estate Management - Responsible for activities related to the administration of estates and related trusts. Facilitates asset management including valuations and disposition. Resolves issues or liabilities within the estate. Plans, reviews, and implements distributions and trust fundings.
• Estate Tax Coordination - Enables the preparation of tax returns through the compilation, valuation, and review of financial assets. Quantifies expenses and other factors. Determines appropriate tax reporting and approves tax returns. Resolves estate audits as necessary.
• Relationship Development - Establishes and maintains strong relationship with beneficiaries or other parties involved in the estate. Provides ongoing communication and attention to client needs throughout the estate settlement period. Mediates conflicts as necessary.
• Business Expertise - Maintains knowledge of current statutes, regulations, rulings, and issues relating to estate administration and taxation. Assists in the creation or revision of internal policies and procedures.