Estate Administrator - Associate

Interpret governing instruments and applicable law to ensure proper account setup, including payments, fee schedules, and tax records. Analyze wills and trust documents for legal, tax, administrative, and investment issues, then coordinate service delivery and communicate procedures with beneficiaries, co-executors, and co-trustees. Handle ongoing day-to-day administration of accounts, proactively manage the account base to minimize operational issues, and oversee work performed by various operational groups. Utilize risk management tools such as overdraft and daily transaction reports to address exceptions and identify potential risks consistent with policies. Resolve tax issues with Tax Officers and counsel while addressing questions raised by beneficiaries and their advisors. Develop relationships with beneficiaries and advisors to carry out fiduciary duties, assist the Estate Officer in maintaining current beneficiary information, and partner with external professionals. Assist in growing the trust and estate business by participating in strategy discussions around structuring, pricing, and closing services for estates, family trusts, and charitable trusts.