Manager of Estate Analysts

Estate Analysts Manager
Serve as a subject matter expert in the estate settlement and administration, leading and overseeing a team of approximately 13 -- 15 estate analysts who are responsible to support estate settlement officers by conducting a variety of functions such as mashalling, valuing and safeguarding assets, amongst other duties. This manager, in addition to leading the estate analyst team, may also be responsible to administer a small book of estate administration accounts.

Position Responsibilities:

Fiduciary Administration, Oversight & Governance

• Provide strategic input to drive more efficient process execution for asset marshalling, valuing, safeguarding and asset distribution to maximize efficiency and client satisfaction.
• Manage relationships with colleagues, beneficiaries, and partners, providing strategic advisory services and resolving disputes related to routine estate settlements.
• Foster / mentor team to act as trusted estate team members ensuring duties are conducted in a manner to foster beneficiary satisfaction through personalized service and to ensure robust Estate Officer support.
• Establish expectations and metrics that ensure the highest quality, timeliness, and efficiency of core duties, client service and compliance with legal requirements.

Revenue and Growth -- Financial Performance and Sales

• Ensure efficient allocation of estate analyst resources and achievement of financial targets to help support the broader specialty wealth and trust organization objectives.
• Support Estate Settlement Unit Manager to collaborate with sales teams and partners to expand awareness of capabilities and grow revenue.
• Monitor industry trends and developments and drive efforts to tailor / update service offerings as needed to keep the estate settlement team and offerings competitive.
• Ensure account fees are set up correctly to charge the proper fees.

Operational / Risk Responsibilities

• Participate in reviews of estate settlement cases to identify and mitigate risks and ensure adherence to best practices.
• Establish and maintain robust policies and procedures for estate settlements to ensure compliance with all relevant laws, regulations, and internal policies for estate settlements.
• Guide the team in applying enterprise risk management frameworks to estate settlement accounts.

Leadership and Management

• Support the recruiting, training, and mentoring of estate analysts to ensure high performance, professional growth, and alignment with the organization's strategic goals.
• Monitor and manage the performance of estate analysts, ensuring high levels of service and professional growth.
• Ensure team members are knowledgeable and conduct duties in accordance with policies and procedures, governing documents, and the law.
• Support Estate Settlement Unit Manager to foster collaboration amongst officers and analysts, serving as a role model and subject matter expert.