Estate Advisor III

Role Overview

• Administer death settlement accounts, including estates and certain interim trusts
• Conduct due diligence for new death settlement matters
• Facilitate preparation of applicable tax returns
• Adhere to local, state, and federal laws related to death settlement
• Serve as subject matter expert on estate and interim trust settlement
• Support teammates' sales efforts regarding estate/interim trust opportunities
• Handle complex death settlement cases
• Peer leader in new business development

Requirements

• College degree or equivalent education, training, and work-related experience
• Strong foundation in estate/trust administration or a related field
• Ability to interpret and adhere to legal documents
• Collaborate and problem-solve within applicable legal frameworks
• Demonstrated proficiency in basic computer applications, such as Microsoft Office

Benefits

• Medical, dental, vision, life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation
• 10 sick days
• Paid holidays