Senior Estate & Trust Settlement Advisor
Listed on 2026-11-05
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Finance & Banking
Portfolio & Asset Management, Wealth Management
Truist is seeking an experienced professional to conduct due diligence and administer death settlement matters, ensuring compliance with legal and regulatory requirements in a large financial services environment.
The role involves preparing tax returns and serving as a subject matter expert on estate and interim trust settlements, while supporting sales efforts and leading complex cases. A college degree and strong fiduciary background are required.
Our organisation is growing, and we are hiring a Senior Estate & Trust Settlement Advisor in Richmond, VA, United States.
Step into the Senior Estate & Trust Settlement Advisor role at Truist in Richmond, VA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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