Fiduciary Administrator II - 47312

 

 

Harris N.A. is an integrated financial service organization providing personal, business, corporate and institutional clients with banking, lending, investing, and financial management solutions.  We are deeply committed to a high performance culture; one that values diversity, continuous learning, employee commitment and community involvement.

 

The Estate Administration Unit Manager is responsible for:

• Manage national center of competency for post-death and guardianship estate administration within Harris N.A. and The Harris Bank N.A., including workflow and account assignments

• Manage and mentor a staff of 12 estate administration professionals

• Manage business acceptance decisions respecting new post-death and guardianship estate fiduciary appointments

• Manage will file and trust business development file services provided both internally and through an outside service provider

• Administer a partial load of post-death accounts

• Serve as liaison to Trust Tax Unit and Personal Trust Counsel

• Maintain close working relationship with external accounting firm on estate, inheritance and fiduciary income tax planning and return preparation

• Integrate post death and guardianship accounts received from acquired banks

• Act as resource for internal and external clients on issues related to post-death and guardianship estate administration

• Conduct training on Estate Administration services for trust and investment management professionals as requested

• Act as a resource to management

• Maintain high visibility in Chicago legal community and participate as requested to meet with centers of influence in other national markets

 

KNOWLEDGE AND SKILLS

 

• J.D. degree (required)

• Experience in post-death estate and guardianship administration in private practice of law or in a bank trust department

• Thorough knowledge of federal and state estate, gift and generation-skipping transfer tax and estate income taxes and applicable probate and trust administration statutes

• Aptitude for managing people

• Experience in managing client expectations

• Excellent written and verbal communication skills

• Highly skilled in communication with outside counsel, accountants, health care and other professional service providers and with difficult beneficiaries 

• Experience in professional business development and willingness to advance enterprise business development opportunities

 

 

We reward our talented professionals with a base salary and competitive compensation package, life, health, dental, pension plan, 401(k) and an exceptional working environment.

 

To explore this opportunity to join Harris N.A., visit our website and apply for position 47312 - www.harrisbank.com .