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Trust & Fiduciary Services Specialist

Company: Tri-Star Trust
Location: East Lansing
Posted on: January 26, 2023

Job Description:

People are our business. Our clients' families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.
We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day?
---As a Trust and Fiduciary Services Specialist, you'll manage ongoing trusts for beneficiaries and probate/trust settlement following the death of Tri-Star clients. You'll oversee the complex and unique needs of beneficiaries and decedents.

  • Opening and transferring accounts.
  • Working with beneficiaries to assess their ongoing financial needs and appropriateness of distributions.
  • Maintaining appropriate trust accountings.
  • Preparing communications for internal trust committee.
  • Identification and collection of assets owned by the decedent at the time of death.
  • Valuation of all assets as of the date of death.
  • Settlement of all debts and payment of all valid claims and costs of administration.
  • Distribution of assets pursuant to the terms of the Trust and/or Will.
  • Manage issues of timing and beneficiary needs during the estate settlement process.
  • Consult with outside attorneys, accountants, and others in managing and controlling risk.
  • Create, enhance, and expand customer relationships.
  • Work toward developing process improvement and creating best practices to share with the trust team members.
  • Other duties as assigned.
    Qualifications and Education Requirements
    • Bachelor's Degree in related field
    • Two or more years of relevant estate settlement, probate administration, trust administration, or estate planning experience
    • Understanding of fiduciary accounting
    • Strong analytical skills with high attention to detail.
    • Excellent verbal, written, and interpersonal communication skills
    • Desire for continuous improvement of technical skills in Trust, Estate, and Financial services industry.
      Why Tri-Star?
      • We invest in genuine relationships, both inside and outside our firm - you'll quickly notice what makes our people special.
      • We act in good faith and hold ourselves to a higher fiduciary standard.
      • We adhere to a Higher Purpose that is a driving force in our culture:Building caring, genuine relationships that strengthen families and transform our communities.
      • Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
      • We currently serve over 1,100 relationships and manage over $1.8 billion in client assets while maintaining 99% client retention.
      • Please visit our website at www.tristartrust.com to learn more.

Keywords: Tri-Star Trust, East Lansing , Trust & Fiduciary Services Specialist, Other , East Lansing, Michigan

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