Estate Specialist
 First Citizens Bank | |
life insurance
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 United States, California, San Francisco | |
| 222 2nd Street (Show on map) | |
 Aug 24, 2026 | |
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Overview
This position provides administrative support to estate and trust accounts for the Wealth Management division of the Bank. Works closely with co-executors, beneficiaries, and outside service providers to gather necessary information regarding the estate or trust. Accounts for all financial assets, securities, and tax preparation needs. Prepares documentation and monitors the progress of the estate. Facilitates estate management for wider business unit through the administration of estate details. Responsibilities & Qualifications Duties & Responsibilities: Asset Management - Prepares inventories and accounts of estate or trust collections, payment of claims, beneficiary distributions, and other elements that contribute to a wider picture of total financial assets. Collects and obtains values for life insurance or annuity policies. Assists in the valuation and tax preparation for securities, property, and other assets. Documentation - Sources, verifies, and maintains documentation critical to estate or trust assets. Reviews deferred business files from the Will Management database. May train other associates in the review and transfer of deferred business files. Business Support - Facilitates the daily administration and management of estates through a variety of support tasks. Provides associates with necessary documentation, information, and estate updates. Opens and closes accounts as appropriate. Collaboration - Works closely with internal business units, external financial institutions, and key parties involved in the estate throughout administrative duties. Meets with estate or trust clients as necessary to discuss estate progress. Position Specific Skills: Knowledge in the area of legal, compliance, estates and trusts, and accounting Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Estate or Personal Trust administration Preferred Education:Paralegal certification Preferred Area of Study: Preferred Area of Experience: Required Licenses or Certifications: Preferred Licenses or Certifications: Additional Information Bachelor's Degree and 1 years of experience in Estate or Personal Trust administration OR High School Diploma or GED and 5 years of experience in Estate or Personal Trust administration Preferred Education: Paralegal certification . Preferred Skill(s): Knowledge in the area of legal, compliance, estates and trusts, and accounting The base pay for this position is generally between $37.32 and $43.90. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits. | |