Estate Advisor III
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-20
Listing for:
SunTrust Investment Services, Inc.
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Job Title
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.
Essential Duties And ResponsibilitiesFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- 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 by way of example and not limitation 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 the governing instrument.
- 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.
- Peer leader in new business development.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- 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 regularly 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).
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