Trust and Estate Settlement Support Associate - Remote

Overview

The Trust and Estate Settlement Support Associate provides essential support to the Trust and Estate Settlement team, ensuring the smooth execution of post-mortem services through documentation and communication.

In Short

• Assist in post-mortem trust and estate settlements.
• Coordinate and schedule client meetings.
• Support documentation for estate and trust reporting.
• Maintain client file integrity and compliance.
• Monitor account activity for liquidity.
• Facilitate communication with stakeholders.
• Assist with onboarding new accounts.
• Prepare and distribute reports.
• Provide general administrative support.
• Engage in outreach initiatives.

Requirements

• Knowledge of trust and estate administration processes.
• Basic understanding of estate and tax law.
• Proficiency in Microsoft Office Suite.
• Strong organizational and time management skills.
• Excellent written and verbal communication abilities.
• Ability to handle sensitive information discreetly.
• Problem-solving and critical thinking skills.
• Ability to work independently and in a team.
• Bachelor’s degree in Business or Finance preferred.
• 2+ years of experience in fiduciary or financial services.

Benefits

• Competitive salary and potential bonuses.
• 401(k) match and profit sharing.
• Employee stock purchase plan.
• Paid time off and comprehensive health benefits.
• Company-paid life and long-term disability insurance.
• Wellness incentives and employee assistance program.
• Flexible spending accounts.
• Diverse and inclusive workplace.
• Opportunities for career growth.
• Commitment to service excellence.