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Senior Estate Settlement & Trust Advisor

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: SunTrust Investment Services, Inc.
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
  • Law/Legal
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Sun Trust Investment Services, Inc. is seeking an adept professional to manage death settlement accounts, including estates and trusts. The role demands a strong foundation in estate and trust administration and the ability to interpret complex legal documents.

The ideal candidate should have a college degree and demonstrable fiduciary experience, ideally around 10 years. Responsibilities include conducting due diligence, preparing tax returns, and ensuring compliance with relevant laws.

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Position Requirements
10+ Years work experience
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