Decedent and Special Accounts Representative
On-site · Neenah, Wisconsin, United States
Job Summary
As a Special Accounts Representative, you will support members and internal teams managing fiduciary, estate, power of attorney, trust, and business accounts. Responsibilities include processing deceased member accounts, providing specialized support to teams, managing account documentation accuracy, overseeing a notary program, and ensuring compliance with applicable regulations. Candidates must have over three years of relevant experience, excellent communication skills, strong detail orientation, and the ability to handle sensitive information with discretion.
Required Qualifications
- Three+ years of experience in administering deceased accounts, estates, power of attorney, fiduciary accounts, or similar roles within a financial institution or legal environment
- Strong ability to interpret, analyze, and process legal and financial documents related to deceased and special accounts
- Outstanding verbal and written communication skills, with a high level of professionalism and empathy when dealing with sensitive matters
- Highly detail-oriented, organized, and able to manage multiple responsibilities with accuracy
- Demonstrated ability to resolve complex account issues using sound judgment and critical thinking skills
- Expertise in handling sensitive member information with discretion and confidentiality
Desired Qualifications
- Familiarity with credit union operations, fiduciary responsibilities, and estate management preferred
- Proficiency in financial software and tools used for account management and documentation review; general proficiency in Microsoft Office suite
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