Estate & Fiduciary Services Lead
civic federal credit unionRaleigh, NC
Estate & Fiduciary Services Lead
civic federal credit unionRaleigh, NC
yesterday
Occupations
Social and Community Service ManagersMorticians, Undertakers, and Funeral ArrangersPersonal Financial AdvisorsIndustries
Trusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesFuneral Homes and Funeral ServicesAbout the role
The Estate & Fiduciary Services Specialist at Civic Federal Credit Union serves as the subject matter resource for deceased member administration and POA intake and review. You will assess legal documents, perform due diligence, ensure compliance, and guide internal teams and members on estate, fiduciary, and agency relationships.
Daily tasks include reviewing death certificates, letters testamentary, and fiduciary documents; communicating requirements to partners; and maintaining confidential
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JOB OVERVIEW
Experience level
Senior
Location
Raleigh, NC
Occupation
Social and Community Service Managers
Industry
Trusts, Estates, and Agency Accounts
Posted
yesterday
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