Trust & Estate Settlement Advisor
Edwardsvilleonsite$98K – $127K
Posted 4 days ago · via Workday
About this role
Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within Wealth Management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, outreach
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Edwardsville. We weight your proximity and willingness to relocate.
Score yourself on this role.
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Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamsoutreach
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