Estate Settlement Advisor - Commerce Trust

Commerce Bank(1 month ago)

St. Louis, MO, Clayton, MOOnsiteFull TimeMedior$80,000 - $107,000Wealth Management

About this role

The Estate Settlement Advisor at Commerce Trust partners with Private Client Advisors to oversee decedent matters when Commerce Trust is appointed as Personal Representative or Successor Corporate Trustee. The role focuses on administering estate and trust settlements, supporting client relationships, and ensuring fiduciary and regulatory obligations are met within the wealth management division.

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Required Skills

Estate Settlement
Trust Administration
Estate Planning
Taxation
Fiduciary Duties
Client Communication
Due Diligence
Microsoft Excel
Research
Problem Solving

Qualifications

Bachelor's Degree
Certified Financial Planner (CFP)
Certified Trust and Fiduciary Advisor (CTFA)

About Commerce Bank

commercebank.com

Commerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.

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