Fiduciary Estate Advisor III

This is a regular, full-time position requiring English fluency, working 1st shift (United States of America).

About the role

Administer death settlement accounts, including estates and certain interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes.

Responsibilities

• Conduct due diligence for new death settlement matters, considering risk and profitability among other factors.
• Administer death settlement accounts efficiently and accurately in coordination with teammates.
• 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.
• Adhere to local, state, and federal laws related to death settlement as well as the governing instrument.
• Serve as subject matter expert with respect to estate and interim trust settlement.
• Support teammates' sales efforts with respect to reserve-level future fee appointments and current estate/interim trust opportunities.
• Handle or support the largest and most complex death settlement cases.
• Peer leader in new business development.

Qualifications

Required Qualifications:

• 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 and collaborate and problem solve within the applicable legal and regulatory framework.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

• 10 years fiduciary experience.
• Obtained or working toward an advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP).

Pay

The annual base salary for this position is $150,000 - $175,000.

Benefits

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 position.

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year of employment
• 10 sick days (prorated)
• Paid holidays
• Depending on position and division, may also be eligible for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan