MANAGER OF ESTATE & TRUST SETTLEMENT

The Manager of Estate & Trust Settlement will be responsible for leading and managing the Estate Settlement team, ensuring efficient, timely, and accurate administration of estates in compliance with all legal and regulatory requirements. This role involves direct management of high-value, complex estates, as well as oversight of the estate settlement process for the company’s fiduciary accounts.

Responsibilities

Daily responsibilities include, but are not limited to, the following:

• Estate Administration: Oversee the administration and settlement of estates and trusts, ensuring the proper management and distribution of assets in accordance with legal documents, applicable laws, and company policies.
• Compliance and Risk Management: Maintain up-to-date knowledge of federal and state laws affecting estate and trust Ensure that all estate and trust settlements adhere to legal, tax, and regulatory standards.
• Client Relationship Management: Serve as the primary point of contact for clients, beneficiaries, and advisors during the estate and trust settlement process. Provide clear communication and manage expectations of the beneficiaries considering all family dynamics.
• Team Leadership: Lead, train, and mentor the Estate Settlement team. Assign and oversee workloads, ensuring that the relationships are handled efficiently and accurately.
• Collaboration: Work closely with legal, tax, investment, and other departments, along with outside advisors to ensure a comprehensive approach to estate and trust settlement as well as communicate with attorney of records throughout the estate and trust settlement process. 
• Policy Development: Develop and update internal policies and procedures for estate and trust settlement practices to enhance efficiency and compliance.
• Reporting and Analysis: Prepare and present regular reports on estate settlement activities, case progress, and performance metrics to senior management.
• Technology and Process Improvement: Identify and implement technology solutions and process improvements to streamline the estate and trust settlement process.

Job Requirements

The successful candidate will have the following qualifications:

• Bachelor's degree in finance or a related field.  A JD, CPA, or CFP designation is preferred
• Minimum of 5-10 years of experience in estate settlement, estate planning, or trust administration
• Understanding of estate and trust laws, probate procedures, and tax regulations. Familiarity with fiduciary accounting and investment principles.
• Strong leadership and team management abilities.
• Excellent communication and interpersonal skills.
• High level of analytical and problem-solving capabilities.
• Ability to work independently and make informed decisions.
• Proficiency in relevant software and estate settlement tools.

Benefits

• 401(k) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer / Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Health Savings Accounts
• Bank paid Life / AD& D insurance
• Voluntary Life / AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

Employees must also have the ability and means to travel as necessary for the purpose of attending training, meetings, and other various business functions.