Estate and Trust Settlement Officer-Appleton, Brookfield, or Madison Locations

At Fiduciary Partners Trust Company, we believe collaboration, mutual respect, teamwork, and integrity are the foundation of everything we do. We are an independent trust services company that collaborates with financial advisors, attorneys, and their clients. Our team provides clients, their families and professional advisors with exemplary customer service and peace of mind that comes from working with experts in trust administration and trust and estate settlement. At Fiduciary Partners, our partnerships begin with our internal team, and we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow within our company. Here you will find team members committed to working together to serve and support each other, our clients, and our community.

Position Summary

This position will have primary administrative responsibility for settling decedents’ estates and revocable trusts by providing a full range of settlement-related administrative activities including but not limited to: identifying, collecting, and valuing assets; preparing estate and trust accountings; reviewing and coordinating legal and tax matters; and the disposition of assets according to governing documents and laws. This position is ideal for a trust officer with a background in estate settlement. Potential candidates could also have experience in the fields of Fiduciary Tax Preparation, Estate Law, or Investments.

The Estate and Trust Settlement Officer’s responsibilities will include:

• Representing Fiduciary Partners with professionalism, confidentiality, and friendliness
• Acting as the primary contact person for assigned accounts, to include direct contact with beneficiaries, attorneys and other professional advisors through meetings, correspondence, telephone, email, etc.
• Working independently and as part of a team of professionals to provide cohesive and effective client service.
• This position will be responsible for handling a full range of estate related administrative activities, including: Identifying beneficiaries, providing proper notifications, and Identifying, collecting, and valuing assets.
• Ensuring proper set-up of new matters on trust accounting system.
• Attending to estate/trust owned real estate
• Overseeing and initiating all settlement account transactions.
• Establishing positive professional relationships with attorneys, investment advisors, and other client advisers.

Legal, technical, and compliance elements:

• Analyze estate plan documents, investment advisor agreements, etc.
• Prepare certain probate forms, inventories, and estate/trust settlement accountings.
• Plan and coordinate tax matters with tax preparers, communicate tax ramifications of estate/trust distributions with beneficiaries.
• Prepare complex distribution schedules and ensure distribution of assets in accordance with estate plan and legal requirements.
• Understand and apply legal regulations, internal procedures, and policies, including compliance documentation and account reviews.

Along with estate and trust settlement experience, an ideal candidate will have:

• High degree of comfort with legal, financial, security and taxation concepts.
• Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service.
• Excellent attention to detail with regard to numbers, documentation, and procedures
• Strong communication and presentation skills
• Self-starter, highly motivated, needs minimal supervision.
• Assertiveness, keen sense of responsibility and ownership
• Prior trust company or law firm experience preferred.
• Bachelor’s degree (in relevant field) or equivalent work experience is required.
• Legal education or Juris Doctor preferred.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Supplemental Pay:

• Bonus opportunities

Work Location: In person