Estate Advisor I
Estate Advisor I
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Administer death settlement accounts including estates and certain interim trusts and other accounts that are includible in a decedents gross estate for federal estate tax purposes.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
1. Conduct due diligence for new death settlement matters considering risk and profitability among other factors.
2. Administer death settlement accounts efficiently and accurately in coordination with teammates.
3. Facilitate the preparation of applicable tax returns including by way of example and not limitation final individual income tax returns fiduciary income tax returns and estate tax returns.
4. Adhere to local state and federal laws related to death settlement as well as the governing instrument.
5. Support teammates sales efforts with respect to reserve-level future fee appointments and current estate/interim trust opportunities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College degree or equivalent education training and work-related experience.
2. Experience in estate/trust administration or a related field.
3. Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regularly framework.
4. Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
Preferred Qualifications:
1. 5 years fiduciary experience
2. Obtained or working toward an advanced degree or license/certification (e.g. JD LLM MBA CPA CTFA or CFP).
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
