Trust And Estate Settlement Support Associate

Trust And Estate Settlement Support Associate

The Trust and Estate Settlement Support Associate provides administrative, operational, and client service support to the Trust and Estate Settlement team. This role ensures the efficient execution of post-mortem trust and estate settlement services by assisting with documentation, communication, and coordination across internal teams and external stakeholders.

Duties & Responsibilities

Assist in the administration of post-mortem trust and estate settlements, including document preparation, file maintenance, and deadline tracking.

Coordinate and schedule client meetings, prepare meeting materials, and follow up on action items.

Support the collection and organization of information required for estate and trust reporting, tax filings, and legal documentation.

Maintain the integrity of client files and ensure compliance with internal policies and regulatory requirements.

Monitor account activity and cash positions to ensure sufficient liquidity for distributions and expenses.

Facilitate communication with beneficiaries, co-fiduciaries, and professional advisors.

Assist with onboarding new estate and trust accounts, including account opening and documentation review.

Prepare and distribute reports, including fee reviews, estate summaries, and court filings.

Support internal and external outreach initiatives, including educational events and Center of Influence (COI) engagement.

Provide general administrative support to the Trust and Estate Settlement team, including project coordination and special assignments.

Education & Experience

Knowledge of:

Trust and estate administration processes

Basic estate and tax law principles

Microsoft Office Suite and trust accounting systems

Ability to:

Strong organizational and time management skills

Excellent written and verbal communication

Ability to handle sensitive information with discretion

Problem-solving and critical thinking skills

Ability to work independently and as part of a team

Education and Training:

Bachelor's degree - particularly Business or Finance is preferred

2+ years of experience in fiduciary services, estate administration, or financial services Paralegal/legal experience

Compensation and Benefits:

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range: $26 - $32/ hour

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts.

Equal Opportunity:

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets.

Unsolicited Resumes:

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.