Estate Settlement Associate

Job description

Description The Estate Settlement Associate will assist in the daily management of estate settlement matters at Blue Trust by managing documentation, tracking assets and deadlines, coordinating account activity, and assisting with communications. This role plays a critical part in ensuring estates are settled accurately and efficiently while partnering closely with Estate Settlement Advisors and escalating complex or judgment-based issues as needed. Ideal candidates are detail-oriented, highly organized, and team players. Principal Accountabilities: - Provides administration and coordination support to the estate settlement team - Maintains accurate files, assists with gathering of trust, estate, and asset documentation - Responsible for certain account matters and duties such as document review, records related to estates, monitoring distributions - Assists with accounting, Administrative, and Investment reviews - Monitors correspondence and other items with critical dates such as filings, notices, and tax deadlines - Obtains Tax Identification Numbers for, and opens, estate/trust accounts - Coordinates with financial institutions and other professionals to establish date of death...