Role OverviewCoordinates activities related to the administration of estate accounts, investment management accounts, personal trusts, court-ordered guardianships, and other fiduciary accounts. Manages all phases of estate administration, including asset gathering, appraisals, tax return preparation, accounting, and distributions.
What You Will Do
Coordinates estate and trust administration, inventories and appraises assets, distributes estate assets, maintains communication with clients and co-fiduciaries, and assists with client servicing.
Why It Might Be a Fit
The ideal candidate will have a commitment to continuing education and development, excellent interpersonal skills, and the ability to communicate effectively with clients and prospects.
Requirements
- Bachelor's Degree
- Advanced trust school or other professional certifications (CTFA, CPA, CFP, and/or FPQP)
- Notary Public
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