Connecting Odds
Truist

Fiduciary Estate Advisor III

Truist
Richmond, VA; Tampa, FL Posted Discovered via the company's careers siteMatch locked
Full time10+ years exp

About the role

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Conduct due diligence for new death settlement matters, considering risk and profitability among other factors.
  2. Administer death settlement accounts efficiently and accurately in coordination with teammates.
  3. 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.
  4. Adhere to local, state, and federal laws related to death settlement as well as the governing instrument.
  5. Serve as subject matter expert with respect to estate and interim trust settlement.
  6. Support teammates' sales efforts with respect to reserve-level future fee appointments and current estate/interim trust opportunities.
  7. Handle or support the largest and most complex death settlement cases.
  8. Peer leader in new business development.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. College degree or equivalent education, training, and work-related experience.
  2. Strong foundation in estate/trust administration or a related field.
  3. Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regularly framework.
  4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

  1. 10 years fiduciary experience.
  2. Obtained or working toward an advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP).

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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Not included in the source posting: about the role, qualifications.

Skills

llm

Who can apply

The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.

Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.

Apply