JOB FUNCTION:

The Senior Fiduciary & Estates Associate is responsible for assisting the Trusts and Estates Officers with administration of trusts and estates where the bank is serving as fiduciary.  

DUTIES & RESPONSIBILITIES:

• Prepare discretionary distributions, payment of client expenses/debts, including taxes (cash and/or asset distributions), customer cash and/or asset contributions. 
• Respond to routine client/beneficiary inquiries for trusts and estates.
• Engage directly with clients on a wide variety of requests associated with administration of accounts.
• Monitoring all compliance requirements for estate and terminating trust accounts.
• Maintain and update as necessary, procedures and forms to be used in estate administration.
• Communicate with various third parties including attorneys, accountants, appraisers, about estate/trust administration process and assets as appropriate.
• Assist the Estate and Trust Officers with identifying and securing estate assets.
• Provide assistance in preparation of Probate Forms and Form 706 Estate Tax Returns, as applicable.
• Coordinate with Real Estate Officer to ensure ad valorem taxes are paid, and property is properly insured and maintained.
• Reconciliation of various accounts and dual control reports.
• Assist Estate Administration Officers with Annual Reviews.
• Responsible for ensuring deadlines and timelines (for taxes and other probate filings) are met in connection with estates and trust administration.
• Assist with obtaining appraisals of real estate, personal property, and unique assets.
• Coordinate with vendors/beneficiaries at estate owned/leased properties to facilitate estate administration.
• Controlling and maintaining all related files and ensuring all documents are imaged and filed in the Department’s system of record.
• Assist with management and upkeep of the Will vault.
• Ensures compliance with all department policies and procedures related to Estate Administration.
• Provide assistance in all areas of the Trust Department.

MINIMUM QUALIFICATIONS:

Work Experience

Preferred Experience (Optional)

Supervisory Experience

Driving Position  

Education/Skills/Experience

Equipment/Machines/Software

• Proficiency using Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Proficiency in Adobe Reader. 
• Experience with internet, search engines, browsers and general PC connectivity. 
• Ability to work with office equipment such as copiers, scanners, shredders, fax and other electronic devices.

Competency Requirements

• Proven organizational skills, analytical skills, with ability to shift priorities and follow assigned tasks through completion.
• Excellent Oral and Written skills.
• Ability to focus with a high degree of analytical abilities.
• Ability to work independently with minimal supervision.
• Must have high attention to detail with ability to focus on assigned tasks.
• Must be accustomed to a fast-paced office environment.

Physical Requirements

• Must have reliable transportation and able to travel in San Antonio and surrounding areas.
• Must be able to walk, stand and bend to inspect property.
• Must be able to lift, push and pull files up to 15 pounds for storage.
• Must be able to bend, stoop, and be mobile within office environment.
• Must be able to sit for most of the day in front of a computer.
• Must be able to speak and hear customers.
• Must be able to see computer screen to read and type on the keyboard.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.