As an Estate Officer, you will oversee the administration of estates or terminating includable trusts, analyzing legal and tax documents, and making recommendations on discretionary powers
Job Summary
As an Estate Officer, you will oversee the administration of estates or terminating includable trusts, analyzing legal and tax documents, and making recommendations on discretionary powers.
You will work with Tax Officers and trust counsel to resolve tax issues, address beneficiary questions, and develop relationships with beneficiaries and advisors.
The role involves partnering with Wealth Advisors, Bankers, and Investors to grow the trust and estate business, and assisting in training and developing Estate Administrators.
Matching Summary
As an Estate Officer, you will oversee the administration of estates or terminating includable trusts, analyzing legal and tax documents, and making recommendations on discretionary powers.