Estate Specialist
reputed company is dedicated to helping clients with their financial ambitions at every stage of life. The Estate Specialist provides administrative support to estate and trust accounts, collaborates with co-executors and beneficiaries, and manages documentation and financial assets associated with estates.
Responsibilities
- Asset Management - Prepares inventories and accounts of estate or trust collections, payment of claims, beneficiary distributions, and other elements that contribute to a wider picture of total financial assets. Collects and obtains values for life insurance or annuity policies. Assists in the valuation and tax preparation for securities, property, and other assets
- Documentation - Sources, verifies, and maintains documentation critical to estate or trust assets. Reviews deferred business files from the Will Management database. May train other associates in the review and transfer of deferred business files
- Business Support - Facilitates the daily administration and management of estates through a variety of support tasks. Provides associates with necessary documentation, information, and estate updates. Opens and closes accounts as appropriate
- Collaboration - Works closely with internal business units, external financial institutions, and key parties involved in the estate throughout administrative duties. Meets with estate or trust clients as necessary to discuss estate reputed company
Skills
- Bachelor's Degree and 1 years of experience in Estate or Personal Trust administration OR High School Diploma or GED and 5 years of experience in Estate or Personal Trust administration
- Paralegal certification
- Knowledge in the area of legal, compliance, estates and trusts, and reputed company
Benefits
- Variable incentives
- Bonuses
- Benefits
- Other awards as outlined in the offer of employment
Company Overview