Pr. Coordinator, Estate Operations - Planning

The Estate Pr. Coordinators are responsible for the flawless execution of processing and reviewing legal orders related to Fiduciary accounts, including Trusts, Powers of Attorney, Conservators and Guardians. This person should be proactive and an autonomous problem-solver with strong attention to detail, exceptional written communication skills, and the ability to navigate the “gray space” of customer situations. This role is critical for meeting service levels, achieving production targets and handling escalated issues. 

Fiduciary Management: Review and process Power of Attorney, Guardianship, and Trust documents, performing necessary account maintenance t...