Trust & Estate Settlement Advisor

Busey Bank

Multiple Locations
Base: $98,000 - $127,055pyear; bonus/equity: eligi...
On-site
Trust and estate law
Fiduciary principles
Client communication
Busey Bank is seeking a Trust & Estate Settlement Advisor responsible for managing postmortem trust and estate settlement accounts. The ideal candidate will have at least five years of relevant experience, strong communication skills, and a background in wealth management

Job Summary

  • The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts.
  • Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration.
  • Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan, and comprehensive health benefits.

Matching Summary

Match Score: 82

Busey Bank is seeking a Trust & Estate Settlement Advisor responsible for managing postmortem trust and estate settlement accounts. The ideal candidate will have at least five years of relevant experience, strong communication skills, and a background in wealth management.

Salary

Base: $98,000 - $127,055/year; Bonus/Equity: Eligible for bonus or incentives; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Trust and estate law
  • Fiduciary principles
  • Client communication
  • Regulatory compliance
  • Wealth management policies

Nice-to-have

  • Team building capabilities
  • Client experience enhancement
  • Internal educational opportunities

Key Requirements

  • At least 5 years of experience in trust and estate settlement
  • Four-year college degree
  • JD highly preferred
  • Tax LLM and/or CPA a plus
  • MBA, CFP ®, CFA, and/or CTFA a plus

Work Rights

Not specified

Tailored Resume

Cover Letter