Decedent and Special Accounts Representative

Key Responsibilities

• Research, process, and maintain accounts for deceased members, serving as the primary contact for inquiries and service requests.
• Provide specialized support to teams managing fiduciary, estate, power of attorney, and trust accounts, ensuring compliance with all relevant regulations.
• Document and process new account documentation for accuracy and completeness, focusing on fiduciary, trust, and business accounts.
• Manage the notary program, providing support and training for new and existing employees to ensure accurate and compliant notarization processes.
• Stay current with laws and regulations pertaining to fiduciary, estate, trust, and deceased member accounts, ensuring compliance with state and federal regulations and internal policies.
• Resolve complex account issues using sound judgment and critical thinking skills.

Requirements

• Three+ years of experience in administering deceased accounts, estates, power of attorney, fiduciary accounts, or similar roles within a financial institution or legal environment.
• Strong ability to interpret, analyze, and process legal and financial documents related to deceased and special accounts.
• Outstanding verbal and written communication skills, with a high level of professionalism and empathy when dealing with sensitive matters.
• Highly detail-oriented, organized, and able to manage multiple responsibilities with accuracy.
• Demonstrated ability to handle sensitive member information with discretion and confidentiality.
• Proficiency in financial software and tools used for account management and documentation review; general proficiency in Microsoft Office suite.