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Years of Experience
Date Last Verified
Estate Settlement Account Manager The candidate will work closely with the Estate Settlement Advisor on all aspects of the account administration. Will assume primary responsibility for asset collection, day to day operations, compilation of information for all tax returns and other administrative and client matters. Major Duties: Work closely with the Estate Settlement Administrator to understand all aspects of the administration. Oversee day to day operations, ensuring that client and advisor expectations are appropriately met. Manage the collection and valuation process of financial, personal and real property process including communicating with outside custodians, providers and others to obtain all asset and liability information required for tax return preparation. Prepare accounting products to allow for appropriate accounting of assets, distribution and reporting. Communicate with clients and outside advisors, as requested by Estate Advisor, on all aspects of the administration. Work with compliance, operations, specialty asset, tax and other areas to ensure all client reporting and administrative needs are met appropriately. Maintain a working knowledge of various bank products and services to facilitate client delivery and to expand existing relationships. Comply with all fiduciary, risk management and other guidelines.
Qualification and Experience
The candidate should have 3-5 years of related fiduciary or tax experience, or equivalent education. JD degree or CPA preferred. Knowledge of transfer tax, income tax, fiduciary duties, basic accounting, and operations, usually acquired through formal education or related experience is required to service clients. Analytic and organization skills required to manage complex client situations.
Ref : 69503
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