Specialized Fiduciary Administrator II (SFA II), Estate Settlement
Core
Provides administrative support to Specialized Fiduciary Officers and Team Leaders for estate settlements and trust administration.
Role type
Administrative Specialist (Estate Settlement)
Builds
Settlement packets, client verification files, and routine account maintenance records.
Domain
Private Banking / Trust & Estate Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Account maintenance, Money movement, File retrieval, Client verification, Settlement packet preparation, Optical imaging, Telephone communication, Written correspondence, Microsoft Office proficiency, Multi-tasking
Preferred skills
Paralegal training, Trust experience, Estate experience, Tax experience
Technologies
Microsoft Office
Responsibilities
Perform routine administrative duties including account maintenance and money movement; Coordinate with internal partners (ART, Compliance, Tax, Operations) and external partners (Attorneys, CPAs); Act as a point of contact for clients and beneficiaries; Prepare, mail, and track settlement packets; Respond to verbal and written inquiries.
Seniority
Mid-level IC (2-3 years experience)