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Trust and Estates/Attorney/In House/Saint Paul, Minnesota
Refer job# URZG100937
 
Trust and Probate Specialist The candidate reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, or agent. Coordinates information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. JD degree is desired. Should have Bachelor's degree, or equivalent work experience. Must have 5+ years of personal trust and/or estate planning experience. Thorough knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts are preferred. Should have excellent writing, speaking, and presentation skills.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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