Sr. Specialty Admin Advisor

• Serve as client relationship manager to provide philanthropic services to individuals and families to meet their charitable objectives.
• Review governing documentation for complex specialty charitable accounts to ensure Comerica can act in accordance with the document requirements.
• Consult with Fiduciary Strategist and Wealth advisors on philanthropic strategies for individuals and families.
• Provide advisory consultation to Trust Advisors on charitable matters providing remediation solutions as needed.
• Manage their book of business of charitable accounts- ensuring IRS requirements are met on Foundation payouts, calculating, and reviewing payments on charitable trusts, overseeing all aspects of account terminations, ensuring any other nuance with the specialty type of account under their oversight is met. Provide same support to Trust Advisors on charitable accounts administered in the field.
• Work with centers of influence such as attorneys, CPA, investment advisors, and family offices to ensure client's objectives are met and to further business development.
• Educate partners and centers-of-influence on Comerica's capabilities in charitable trust, DAF, and foundation management.
• Complete required account reviews for new accounts and existing accounts per Comerica policy.
• Adhere to all Comerica policy regarding account administration of these specialty accounts.

• Participate in consultations with on-going business for trust advisors to assist with and resolve issues. These consultations focus on managing or mitigating risk as well as providing suggestion steps to remediate issues.
• Complete follow up to ensure remediation steps are completed.
• Maintain a full understanding of personal trust policies and procedures to include recommending changes as needed due to new regulatory or procedural requirements.

• Participates in projects which affect the broader business and improves efficiency of delivery of services to clients.
• Actively contributes to the team, providing feedback on procedural changes and assisting in the development of less experienced team members.

About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - disability/veteran.