Estate Settlement Officer
Core
Administers post-death settlement accounts and fiduciary relationships (probate estates, trusts) to carry out decedent's objectives and serve beneficiaries.
Role type
Senior IC Estate Settlement Officer
Builds
Post-death settlement administration for U.S. Bank clients
Domain
Financial Services / Estate Planning & Trust Administration
Deliverable
client delivery
Required skills
Estate settlement administration, Fiduciary services, Trust and will interpretation, Tax filing coordination, Asset management (valuation/liquidation), Beneficiary relations, Regulatory compliance
Preferred skills
Multi-generational taxation knowledge, Gifting strategies, Complex asset administration, Independent decision making
Technologies
N/A
Responsibilities
Administer probate estates and post-death trusts; Coordinate settlement activities and assign responsibilities; Resolve fiduciary, tax, and compliance issues; Manage estate assets (collection, valuation, distribution); Coordinate tax filings; Maintain relationships with beneficiaries and external attorneys; Identify and mitigate fiduciary and operational risks.
Seniority
Senior, hands-on IC