Community First Credit Union | Wisconsin · 2 days ago
Fiduciary & Estate Services Representative
Neenah, WI
Full-time
Onsite
Mid Level
3+ years expCommunity First Credit Union is dedicated to providing exceptional service to its members, and they are seeking a Special Accounts Representative to manage specialized accounts. This role involves handling deceased member accounts, providing support for fiduciary and trust accounts, and ensuring compliance with regulations while offering expert guidance to both members and internal teams.
FinanceFinancial ServicesRisk ManagementWealth Management
Responsibilities
Handle deceased member accounts: research, process, and maintain accounts for deceased members, and serve as primary contact for inquiries and service requests
Provide special accounts support: provide specialized support to teams managing fiduciary, estate, power of attorney, and trust accounts, ensuring compliance with all relevant regulations, including business and complex accounts
Review documentation and process management: review and verify new account documentation for accuracy and completeness, focusing on fiduciary, trust, and business accounts
Manage the notary program, providing support and training for new and existing employees to ensure accurate and compliant notarization processes
Stay current with laws and regulations pertaining to fiduciary, estate, trust, and deceased member accounts. Ensure that all account management activities comply with state and federal regulations, as well as internal policies
Qualification
Required
Three+ years of experience in administering deceased accounts, estates, power of attorney, fiduciary accounts, or similar roles within a financial institution or legal environment
Strong ability to interpret, analyze, and process legal and financial documents related to deceased and special accounts
Outstanding verbal and written communication skills, with a high level of professionalism and empathy when dealing with sensitive matters
Highly detail-oriented, organized, and able to manage multiple responsibilities with accuracy
Demonstrated ability to resolve complex account issues using sound judgment and critical thinking skills
Expertise in handling sensitive member information with discretion and confidentiality
Proficiency in financial software and tools used for account management and documentation review; general proficiency in Microsoft Office suite
Preferred
Familiarity with credit union operations, fiduciary responsibilities, and estate management
Company
Community First Credit Union | Wisconsin
Community First isn’t just a name – it’s a promise. Driven by the power of ‘people helping people,’ we’ve come a long way since our humble beginnings.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Catherine Tierney
President/CEO
Chad Bostick
Chief Financial Officer
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