Estate and Fiduciary Specialist - Credit Union

Local Government Federal Credit Union/Civic seeks an Estate and Fiduciary Specialist to support members with estate, trust, and fiduciary needs. In this mission-driven, digital-first credit union, you will guide members and their families on beneficiary designations, account titling, powers of attorney, and estate settlement, ensuring compliant and compassionate support. You'll review documentation, coordinate with legal and tax professionals, and mitigate risk while upholding policy and regulations. Collaborating across teams, you'll educate staff and members, enhance processes, and contribute to community-focused financial wellness.

Responsibilities

• Provide estate, trust, and fiduciary guidance to members and their families.
• Review and interpret estate documents, powers of attorney, and account titling instructions.
• Ensure fiduciary activities comply with internal policies, regulations, and risk controls.
• Support estate settlement, beneficiary distributions, and ownership changes.
• Partner with legal, tax, and external advisors to resolve complex member situations.
• Educate members and staff on estate and fiduciary topics and best practices.
• Document member interactions and maintain accurate, compliant records.
• Identify process improvements to enhance estate and fiduciary service delivery.
• Collaborate with cross-functional teams to support digital-first member experiences.
• Contribute to mission-driven initiatives serving North Carolina local government communities.

Required Skills

• Estate planning knowledge
• Trust and fiduciary administration
• Financial analysis
• Risk and compliance knowledge
• Member/client advisory skills
• Documentation and recordkeeping
• Knowledge of probate processes
• Collaboration with legal/tax advisors
• Digital banking tools
• Regulatory knowledge (banking/estate)