Personal Trust Administration Assistant Manager
New
S
StifelPersonal trust administration
United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- Minimum Required: 10+ years' experience in Personal Trust Administration or Estate Planning
- Required Skills
- Microsoft ExcelMicrosoft Office
Requirements
- Bachelor's Degree in Business.
- At least 10 years' experience in Personal Trust Administration or Estate Planning.
- CTFA or CFP credential.
- Proficiency in Microsoft Excel.
- Proficiency in Microsoft Word.
- Proficiency in Microsoft PowerPoint.
- Proficiency in Microsoft Outlook.
- Ability to use logic and reasoning to identify complex problems, evaluate information, and implement solutions.
- Ability to assess liability and respond appropriately and promptly.
- Knowledge of customer and personal service principles, including assessing needs and evaluating satisfaction.
- Ability to evaluate the relative costs and benefits of potential actions.
- Ability to lead, inspire, and motivate professional-level employees.
- Some local, regional, or national travel by car or air, up to 30%.
Responsibilities
- Administer complex trust accounts in accordance with governing instruments and applicable laws.
- Review trust documents for regulatory compliance, fiduciary responsibility, and complete audit files.
- Monitor and execute post-death provisions and coordinate estate closing and asset disposition with attorneys, CPAs, personal representatives, and remaindermen.
- Review estate tax returns and orders of distribution.
- Approve and supervise trust account establishment, transferred assets, statement recipients, cost basis information, system approvals, and fee schedule setup.
- Review court accountings and file them with the appropriate court or court referee.
- Monitor annual client gifts to insurance trusts and revalue charitable trusts annually.
- Build client relationships through frequent telephone, email, or written contact.
- Lead, guide, and supervise Trust Officers and administration personnel in remote offices, overseeing workflows and consistent practices.
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