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Truist Estate Advisor - Atlanta or Ft Lauderdale in Atlanta, Georgia

Req ID: R0037166

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

JOB SUMMARY

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.

Possible flexiblity in location within the Truist footprint

ESSENTIAL DUTIES AND RESPONSIBILITIES

  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:

  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).

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

© 2017 SunTrust Banks, Inc. All rights reserved.

SunTrust is federally registered service marks of SunTrust Banks, Inc.

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