Fiduciary Estate Advisor – III

Truist

. Administer death settlement accounts, including estates, interim trusts, and other accounts includible in a decedent's gross estate for federal estate tax purposes .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in administering death settlement accounts, including estates and trusts, while ensuring compliance with legal and regulatory frameworks. Proficient in preparing tax returns and supporting complex fiduciary matters with a strong foundation in estate and trust administration.

Highest-signal resume keywords

Estate And Trust AdministrationFiduciary ExperienceTax Return PreparationLegal Document InterpretationCollaboration And Problem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate Tax ReturnsFiduciary Income Tax ReturnsMicrosoft Office ProficiencyDue DiligenceRisk AssessmentProfitability AnalysisDeath Settlement AdministrationInterim Trust ManagementComplex Case HandlingSales Support

Soft Skills

CollaborationProblem SolvingPeer Leadership

Certifications & Qualifications

JDLLMMBACPACTFACFP

Industry Keywords

Death SettlementEstate AdministrationTrust AdministrationLegal ComplianceRegulatory Framework

About the role

Key responsibilities & impact

Administer death settlement accounts, including estates, interim trusts, and other accounts includible in a decedent's gross estate for federal estate tax purposes
Conduct due diligence for new death settlement matters, considering risk and profitability
Administer death settlement accounts efficiently and accurately in coordination with teammates
Facilitate preparation of applicable tax returns, including final individual income tax, fiduciary income tax, and estate tax returns
Adhere to local, state, and federal laws and governing instruments related to death settlement
Serve as subject matter expert on estate and interim trust settlement
Support teammates' sales efforts for 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

Requirements

What you’ll need

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
Ability to collaborate and problem solve within the applicable legal and regulatory framework
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
English language fluency required
10 years fiduciary experience preferred
Advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP) obtained or in progress preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation during the first year of employment (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)