summary
As a Trust and Fiduciary Services Specialist, you’ll manage ongoing trusts for beneficiaries and probate/trust settlement following the death of Tri-Star Trust clients. You'll oversee the complex and unique needs of beneficiaries and decedents.
Position Responsibilities
• Opening and transferring accounts.
• Working with beneficiaries to assess their ongoing financial needs and appropriateness of distributions.
• Maintaining appropriate trust accountings.
• Preparing communications for internal trust committee.
• Identification and collection of assets owned by the decedent at the time of death.
• Valuation of all assets as of date of death.
• Settlement of all debts and payment of all valid claims and costs of administration.
• Distribution of assets pursuant to the terms of the Trust and/or Will.
• Manage issues of timing and beneficiary needs during the estate settlement process.
• Consult with outside attorneys, accountants, and others in managing and controlling risk.
• Create, enhance, and expand customer relationships.
• Work toward developing process improvement and creating best practices to share trust team members.
• Reimbursed travel during working hours within the state of Michigan.
• Other duties as assigned.
