Estate Analyst - Jr. Job
Comerica Incorporated - Boca Raton, FL

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Estate Analyst - Jr.-1300181

Estate Analyst Jr.

We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.

Position Competencies

Successful incumbents possess problems solving skills, customer focus, process management, organization, written communication, and priority setting.

Comerica Bank uses IBM Lotus Notes for database, calendaring and e-mail functions.

Reporting Information/Location

The Estate Analyst Jr. is located in {City, State} and reports to the Vice President of Estate Settlement. This position has no direct reports.

Position Responsibilities
- Assist in the administration of estate and estate trust accounts by marshaling assets and assisting the administrative offer with valuing all assets for Federal Estate Tax purposes.
- This position is assigned to a specific Administrative Officer who will provide substantial supervision and direction of duties.
- Responsible for 40-50 estates and valuing and/or collecting assets of these accounts
- Manage the personal property and the decedent's residence when a rental (nursing homes, apartments, etc.)
- Prepare Estate Inventories and Schedules of Property listing all assets and their values. Review legal documents such as deeds to real estate, titles to automobiles, titling of accounts, beneficiary designations, contractual agreements, buy-sell agreements, etc. and calculate appropriate value for tax reporting and distribution purposes.
- Investigate and evaluate tax returns and documents provided by family members, attorneys, certified public accountants (CPAs) and other sources to determine all assets reportable for a decedent's estate.
- Independently respond to questions and address concerns from beneficiaries, accountants, attorneys, co-Trustees, internal support groups.
- Interact with various internal service departments and act as a liaison with outside professionals, maintaining responsibility for the account until all issues are resolved.
- Proficient with ComTRAC coding, account opening procedures on Lotus Notes, account closing procedures, bill paying, check requests/distributions, monitoring daily cash positions for overdrafts and exceptions, monitor and post fees.

Total Rewards

We know that our employees are critical to our overall success. We are dedicated to investing in their future to maintain long-term relationships for lasting commitments. One of the ways we do this is to offer a comprehensive package of compensation and benefits programs which are regularly reviewed to maintain them at competitive levels. Your salary will be commensurate with your work experience.

Relocation

Relocation assistance is not provided for this position.

Travel

Travel is not required of this position.

Qualifications

Qualifications
- 5 years as Administrative Assistant
- 3 years creating correspondence, emails, presentations, and speaking with clients.
- 2 years experience handling and prioritizing a variety of detailed tasks at the same time in a deadline environment
- 2 years trust experience
- 1 year reading and interpreting trust documents
- 1 year knowledge of investments
- Bachelor's degree from an accredited university

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth & Institutional Management. Comerica's more than 9,000 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Upon offer, Comerica conducts a comprehensive background check and a drug test. Upon hire, a fingerprinting check is completed.

Comerica is proud to be an Equal Opportunity Employer, committed to workplace diversity.

Primary Location : US-Florida-Boca Raton
Job: Wealth Management
Schedule: Full-time
Shift: Day Shift
Work Hours (Example: 8:00am - 5:00pm Monday - Friday): 8:00am - 5:00pm Monday - Friday

Travel
: Yes, 25 % of the Time

Comerica - 14 months ago - save job - block
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