Estate Analyst in Ann Arbor, MI
August 01, 2016
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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