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Estate Settlement Administrator

Company: The First National Bank in Sioux Falls
Location: Sioux Falls
Posted on: September 8, 2019

Job Description:

We do things differently. With an infectious culture, a 130-year commitment to our communities, and a foundation built on our FIRST Values, we pride ourselves on being more than just a bank. Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values (Family, Innovation/Independence, Relationships, Stewardship, and Teamwork). We are relationship focused and aim to make our customers lives easier and better. Our employees care deeply about our customers, each other, and our communities. Come join us! Position: Estate Settlement Administrator Department/Branch: Personal Wealth/Downtown Work Schedule: Monday – Friday, 8:00 a.m. to 5:00 p.m.  JOB SUMMARY  Administration of Estate accounts naming The First National Bank in Sioux Falls in a fiduciary capacity. Assists with Irrevocable Trusts where the work involved is gathering and distributing decedent’s assets in accordance with testamentary documents. When needed, cover administration of open accounts when prolonged Administrator absences occur. Handles Medicaid applications for clients whose assets are depleted. Maintains close communication with personal trust officer, beneficiaries, and professionals to accomplish goals and objectives of account relationships. Cohesively and collaboratively works with other trust officers and risk management to share knowledge on unique and unusual assets. Assists with business development activities of the Wealth Management Department.  ESSENTIAL FUNCTIONS  Facilitate proper execution of responsibilities with legal, tax, accounting, investment, and administrative functions. Assume responsibility for the administration of certain complex estates and irrevocable trusts in the department, which require the highest degree of proficiency and expertise. Build and maintain close relationships with trust officers by providing advice, support, and direction regarding administration of unique and hard to value assets as well as Medicaid applications. Provide coverage when prolonged absences of other Account Administrators occur. Assist in implementing new work procedures and systems to ensure compliance with federal regulations. Participate in implementation of strategic plan. Participate in First National Bank’s sales culture. COMPETENCIES Broadening Business Value Exploring customers’ underlying issues and needs that suggest broader solutions; maximizing the productiveness of sales interactions by building on customer cues to gain commitment to products, services, and solutions; articulating and promoting a path forward. Work Standards Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed. Analytical Thinking Builds a logical approach to address problems or opportunities or manage the situation at hand by drawing on own knowledge and experience base and calling on other references and resources as necessary. Technical/Professional Knowledge and Skills Having achieved a satisfactory level of technical, functional, and/or professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise; leveraging expert knowledge to accomplish results. REQUIREMENTS  Education: Bachelor’s Degree required. CFP, CTFA or CFIRS certification required within five years of employment. Previous Experience: Three to five years of Trust or Banking/Financial Services experience or Advanced Degree in Business or other related field (MBA, JD, MPA, etc.) with relevant experience.  Skills/Attributes: Ability to work independently with little supervision. Self-motivated.Effective and professional verbal and written communication skills.Demonstrate a high degree of concern for professional and innovative customer service.Detail oriented individual able to complete tasks with a high degree of accuracy required.

Keywords: The First National Bank in Sioux Falls, Sioux Falls , Estate Settlement Administrator, Other , Sioux Falls, South Dakota

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