Personal Trust Administration Assistant Manager- Remote Offices

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The Personal Trust Administration Assistant Manager – Remote Offices administers complex trust accounts in accordance with the governing instrument and all applicable laws. This position provides leadership, guidance, and workflow management for Trust Officers and administration personnel located in Stifel Trust's remote offices. The role serves as a senior resource for trust administration matters, exercises delegated authority for fiduciary and administrative decisions within established guidelines, and acts as an escalation point for complex account issues while partnering with Trust Administration leadership to ensure consistent administration practices across all locations. What We're Looking For Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility; interpret document to ensure appropriate administration of trusts and make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines. Monitor and execute post-death provisions; coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to dete