Trust and Estate Administration Advisor
Comerica
Charlotte, North Carolina
estate administration
administration
advisor
personal trust
accounts
trustee
team
consultations
wealth
resolving
administrators
procedures
regulatory
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April 21, 2025
Comerica
Charlotte, North Carolina
FULL_TIME
Responsibilities
- Review governing documentation supporting new accounts to determine if Comerica can and should accept the role as trustee or agent
- Engage with the opening team to address issues or concerns regarding needed paperwork for account opening
- Complete consultations with trust advisors in personal wealth, professional alliances, and personal trust assisting with resolution of issues with beneficiaries or resolving issues caused by prior administrators
- Maintain a full understanding of Personal Trust policies and procedures, recommending changes as needed due to new regulatory or procedural requirements
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