JOB REQUIREMENTS: Job Description Overview The Wealth Estate
Administrator is responsible for Estate and Post Death services among
all regional fiduciary services providers. The ability to balance new
business activities and servicing of existing relationships will be
critical in this role. Key Responsibilities Ongoing development and
execution of a business plan to achieve new business development, client
referral objectives. Deliver a distinctive client experience that
leverages our unique value proposition through Estate and Post Death
administration services. Manage inherent risks by adhering to internal
policies and procedures, regulatory and statutory requirements and
exercising sound judgment. Gather necessary documents, including all
wills, trusts, tax returns and life insurance policies. Prepare a
complete inventory of decedent's assets and liabilities; inventory safe
deposit box. Responsible for proper distribution of decedent's tangible
personal property including arrangements for appraisals, specific
bequests, sale and disposal of those items. Oversee proper maintenance
of real estate in preparation for sale and coordinate all aspects of the
sales with appropriate parties. Determine the estates rights and
responsibilities related to ownership in a private company, closely held
interests, etc. Coordinate the handling of all tax-related including the
filing of all final income, fiduciary and other applicable tax Prepare
the final account and oversee the distribution of all remaining assets
among beneficiaries or heirs-at-law. Job Requirements - Education,
Knowledge and Skills Bachelor's Degree required with a minimum of 5 -
10 years of related compliance and/or enterprise risk management work
experience within financial services required. Understanding of
functional and technical key business drivers. Fundamental understanding
of the various business lines and operational functions within a
financial services institution. Excellent oral and written communication
skills; proven organizational, analytical and follow up skills
Proficient with MS Office Suite of products, trust accounting systems
and bank operating systems Exemplary consultative skills, excellent
interpersonal skills, a high degree of business professionalism,
initiative and ability to manage multiple tasks and prioritize without
sacrificing quality Superior analytical and strategic capabilities.
Equal Opportunity Employer of Minorities, Females, Protected Veterans,
and Individuals with Disabilities APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/FFEFA0A286204FED
