Senior Estate Settlement Advisor - Private Bank
$112,000–$208,000 year
On-site · Cincinnati, Ohio, United States
Cincinnati, Ohio, United StatesOn-siteFull Time$112,000–$208,000 yearSenior LevelBachelors DegreeMedium
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Medium
Job Summary
Senior Estate Settlement Advisor responsible for fiduciary decision-making and execution of wills/documents as executor/trustee across complex estates; serves as a subject matter resource for estate settlement, valuation, and tax planning; leads estate administration, manages beneficiary relationships and coordination of filings, and identifies opportunities in fiduciary/tax strategies while aligning with enterprise risk management and regulatory requirements.
Required Qualifications
- Degree in related field
- university degree
- 8+ years industry experience
- certifications often required
- Masters desirable but not required
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