Estate Advisor III

Job Overview Administer death settlement accounts, including estates and certain interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes. Employment Details Regular position. Language fluency: English (Required). Work shift: 1st shift (United States of America). Responsibilities Conduct due diligence for new death settlement matters, considering risk and profitability among other factors. Administer death settlement accounts efficiently and accurately in coordination with teammates. Facilitate the preparation of applicable tax returns, including final individual income tax returns, fiduciary income tax returns, and estate tax returns. Adhere to local, state, and federal laws related to death settlement as well as governing instruments. Serve as subject matter expert with respect to estate and interim trust settlement. Support teammates’ sales efforts with respect to reserve‑level future fee appointments and current estate/interim trust opportunities. Handle or support the largest and most complex death settlement cases. Act as peer leader in new business development. Required Qualifications College degree or equivalent education, training, and work‑related experience. Strong foundation in estate/trust administration or a related field. Ability to interpret and adhere to legal documents and collaborate and problem‑solve within the applicable legal and regulatory framework. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications 10 years fiduciary experience. Obtained or working toward an advanced degree or license/certification (e.g., JD, LLM, MBA, CPA, CTFA or CFP). Benefits Eligible regular teammates receive medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. A minimum of 10 days of vacation (prorated) and 10 days of sick leave (prorated) are provided during the first year of employment, alongside paid holidays. Depending on the division, the position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Equal Employment Opportunity Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a drug‑free workplace. EEO is the law. E‑Verify IER right to work. #J-18808-Ljbffr Crump Life Insurance Svcs Inc