Trust & Estate Settlement Advisor

Position Summary

The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization.

• Effectively oversee, manage and support postmortem trust and estate settlement account administration within Wealth Management in accordance with governing instruments, trust and estate laws, local law, tax law and fiduciary principles.
• Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners.
• Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other parties on all aspects of administration, including client files, meeting materials, deadlines, reporting and filing requirements, and client concerns.
• Stay informed of Bank and Wealth Management policies and applicable state and federal regulations.
• Collaborate with Fiduciary Advisors to manage client expectations, create a great client experience and participate in relationship retention efforts.
• Responsible for outreach to Wealth Management, Commercial and Retail teams for internal educational opportunities and sales opportunities by promoting Trust and Estate Settlement services.
• Participate in development and implementation of Trust and Estate Settlement Services policies and procedures.

• Knowledge of federal and state estate tax, and postmortem administration of trusts and estates.
• Strong verbal and written communication skills.
• Excellent time management skills.
• Proven relationship management and team building capabilities.
• High-level sales, presentation and client service expertise.
• Standard business systems proficiency, including trust accounting systems, Microsoft Office and Outlook.

• Analyze and interpret governing trust and/or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes.
• Make confident independent decisions and provide timely client follow-up.
• Promote teamwork and collaboration across all areas of Wealth Management.
• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors, where advanced technical concepts are predominantly required.
• Engage in ongoing development and broadening of appropriate knowledge and skills.
• Travel as needed.

Requires a four-year college degree. JD highly preferred. Tax LLM and/or CPA a plus. Completion or enrollment in desirable wealth management designations, including MBA, CFP, CFA, and/or CTFA a plus.

At least 5 years of significant experience in trust and estate settlement required.

Demonstrated experience and understanding of wealth management solutions, including investments, banking and trust concepts such as asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities.

(Base Pay Range: $98,000 – $127,055 per year)

• Competitive bonus or incentive programs based on company and individual performance.
• 401(k) match.
• Profit sharing.
• Employee stock purchase plan.
• Paid time off.
• Medical, dental, vision insurance.
• Company-paid life insurance and long-term disability.
• Supplemental voluntary life insurance, short-term and long-term disability.
• Wellness incentives and employee assistance program.
• Pre-tax Health Savings Accounts and Flexible Spending Accounts.

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Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence.

Busey is an Equal Opportunity Employer including Disability/Vets.

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