Estate Analyst in Ann Arbor, MI
Ann Arbor , Michigan
March 06, 2017
Estate Analyst Jr. Position Competencies Successful incumbents possess problems solving skills, customer focus, process management, organization, written communication, and priority setting. Position Responsibilities: * Assist in the administration of estate and estate trust accounts by marshaling assets and assisting the administrative offer with valuing all assets for Federal Estate Tax purposes. * This position is assigned to a specific Administrative Officer who will provide substantial supervision and direction of duties. * Responsible for 40-50 estates and valuing and/or collecting assets of these accounts. * Manage the personal property and the decedent's residence when a rental (nursing homes, apartments, etc.) * Prepare Estate Inventories and Schedules of Property listing all assets and their values. * Review legal documents such as deeds to real estate, titles to automobiles, titling of accounts, beneficiary designations, contractual agreements, buy-sell agreements, etc. and calculate appropriate value for tax reporting and distribution purposes. * Investigate and evaluate tax returns and documents provided by family members, attorneys, certified public accountants (CPAs) and other sources to determine all assets reportable for a decedent's estate. * Independently respond to questions and address concerns from beneficiaries, accountants, attorneys, co-Trustees, internal support groups. * Interact with various internal service departments and act as a liaison with outside professionals, maintaining responsibility for the account until all issues are resolved. * Proficient with ComTRAC coding, account opening procedures with account closing procedures, bill paying, check requests/distributions, monitoring daily cash positions for overdrafts and exceptions, monitor and post fees. Relocation Relocation assistance is not provided for this position. Travel Travel is not required of this position. * High School Diploma or the equivalent * 5 years of Administrative Assistant experience * 3 years of experience creating correspondence, emails, presentations, and speaking with clients * 2 years of experience handling and prioritizing a variety of detailed tasks at the same time in a deadline environment * 2 years of Trust experience * 1 year of experience reading and interpreting trust documents * 1 year of experience with working knowledge of investments Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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