Wealth Fiduciary Estate Administrator

JOB REQUIREMENTS: Job Description Overview The Wealth Estate

Administrator is responsible for Estate and Post Death services among

all regional fiduciary services providers. The ability to balance new

business activities and servicing of existing relationships will be

critical in this role. Key Responsibilities Ongoing development and

execution of a business plan to achieve new business development, client

referral objectives. Deliver a distinctive client experience that

leverages our unique value proposition through Estate and Post Death

administration services. Manage inherent risks by adhering to internal

policies and procedures, regulatory and statutory requirements and

exercising sound judgment. Gather necessary documents, including all

wills, trusts, tax returns and life insurance policies. Prepare a

complete inventory of decedent's assets and liabilities; inventory safe

deposit box. Responsible for proper distribution of decedent's tangible

personal property including arrangements for appraisals, specific

bequests, sale and disposal of those items. Oversee proper maintenance

of real estate in preparation for sale and coordinate all aspects of the

sales with appropriate parties. Determine the estates rights and

responsibilities related to ownership in a private company, closely held

interests, etc. Coordinate the handling of all tax-related including the

filing of all final income, fiduciary and other applicable tax Prepare

the final account and oversee the distribution of all remaining assets

among beneficiaries or heirs-at-law. Job Requirements - Education,

Knowledge and Skills Bachelor's Degree required with a minimum of 5 -

10 years of related compliance and/or enterprise risk management work

experience within financial services required. Understanding of

functional and technical key business drivers. Fundamental understanding

of the various business lines and operational functions within a

financial services institution. Excellent oral and written communication

skills; proven organizational, analytical and follow up skills

Proficient with MS Office Suite of products, trust accounting systems

and bank operating systems Exemplary consultative skills, excellent

interpersonal skills, a high degree of business professionalism,

initiative and ability to manage multiple tasks and prioritize without

sacrificing quality Superior analytical and strategic capabilities.

Equal Opportunity Employer of Minorities, Females, Protected Veterans,

and Individuals with Disabilities APPLICATION INSTRUCTIONS:

Apply Online: ipc.us/t/FFEFA0A286204FED