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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 7 yrs required
WM Estate Settlement Admin Duties: Manage probate and trust estates following the death of an existing client, or upon the appointment of Wells Fargo as personal representative of a probate estate, as a successor trustee of an administrative trust, or as agent for personal representative. Responsible for all day-to-day activities associated with managing the probate or trust account including: cash management, marshalling of assets, asset valuations, ascertaining and paying creditor claims, developing plans of distribution, post-mortem tax and estate planning, and all other death settlement related activities. Coordination with business partners regarding investment management issues as well as the management of Alternative Assets including: commercial and residential real estate, farm and ranch properties, timberland, oil and gas, Partnerships, LLCs, etc. Will consult with outside attorneys, accountants and other Centers of Influence in managing and controlling risk as well as providing effective communication with the ultimate beneficiaries. Responsible for ensuring that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure as well as with statutory and common law requirements. Primarily administers probate and administrative trusts of routine to moderate complexity which generally does not require Federal Estate Tax returns, but can involve a variety of other tax issues and tax returns.
Qualification and Experience
Qualifications: Preferred: BA/BS in business. Graduate degree: MBA or J.D. Degree. CTFA, CFP, CPA or similar industry designation. Experience working in a team environment. Experience leading a team or directing the daily work of others. Established knowledge of trust/estate settlement, fiduciary law, and federal regulations. Relationship management experience. Required: 7+ years financial, trust, or legal industry experience including 3+ years in the estate specialty field demonstrated through work, military, or education experience. Excellent communication skills both verbally and in writing to internal and external clients. Strong interpersonal skills.
Ref - 5110823
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