Truist Estate Advisor II in Atlanta, Georgia
Req ID: R0044027
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Regular or Temporary:
Language Fluency: English (Required)
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.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
Conduct due diligence for new death settlement matters, considering risk and profitability among other factors.
Administer death settlement accounts efficiently and accurately in coordination with teammates.
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.
Adhere to local, state, and federal laws related to death settlement as well as the governing instrument.
Serve as subject matter expert with respect to estate and interim trust settlement.
Support teammates' sales efforts with respect to reserve-level future fee appointments and current estate/interim trust opportunities.
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.
College degree or equivalent education, training, and work-related experience.
Strong foundation in estate/trust administration or a related field.
Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regularly framework.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
10 years fiduciary experience.
Obtained or is 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.
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