The role serves as a subject matter expert delivering trust and estate planning services while ensuring full compliance with state and federal regulations
Job Summary
The role serves as a subject matter expert delivering trust and estate planning services while ensuring full compliance with state and federal regulations.
Candidates will provide advanced support to Trust Representatives in analyzing member goals and determining suitability for the Estate Planning Essentials Program.
The position involves reviewing legal documents such as wills and trusts where SECU Trust Services is named in a future fiduciary capacity.
Matching Summary
The role serves as a subject matter expert delivering trust and estate planning services while ensuring full compliance with state and federal regulations.
Skills & Requirements
Must-have
Estate planning strategies expertise
Fiduciary account administration knowledge
Legal document review skills
Microsoft Office proficiency
Customer service environment success
Nice-to-have
Strong written and verbal communication
Collaborative team player mindset
Willingness to pursue CFP designation
Key Requirements
Bachelor's degree required or equivalent experience