Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President

Estate Officer, VP in the Global Trusts & Estates Practice overseeing administration of estates and termination of includable trusts; analyzes Wills and trust documents, makes recommendations, oversees investment decisions, collaborates with Tax Officers and trust counsel to resolve tax issues, and addresses questions from beneficiaries, co-executors and co-trustees and their advisors. Builds relationships with beneficiaries and advisors, maintains current information on beneficiaries, and partners with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Includes training and development of Estate Administrators and Professionals; requires deep fiduciary product knowledge, trust & estate law, taxation, and client relationship management; minimum 7 years of relevant experience; Bachelor’s Degree required; MBA or J.D. strongly preferred.