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.
Position Qualifications:
- Bachelor's degree from an accredited university
- 4 years of experience in estate administration
- 2 years of experience in leadership
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
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Comerica Bank
life insurance, parental leave, paid time off, sick time, 401(k)
Jan 08, 2025