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Estate Settlement Associate
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Full-time
- Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:Support the Estate Settlement team in every aspect of servicing the client base to ensure greater client satisfaction, client retention, and compliance with all policies and procedures governing estate relationships.
- Primary responsibility for the estate team's interface with the trust accounting system, the Workflow System, and all trust operations functions.
- Estate AdministrationAssist with collection of estate assets, filing of probate documents, and distribution of estate.
- Review and ensure the quality of the daily account activity in the Workflow System.
- Work to develop knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific law).
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