Estate Settlement Officer III

2-3 yrs required

Full-time

No

Job Description:

The Estate Settlement Officer III position is responsible for managing and settling large, complex estates and terminating trusts. This role requires a high level of technical expertise and knowledge in estate and trust administration, as well as the ability to coach, develop, and mentor junior level officers and assistants within the team.

Responsibilities:

• Assign tasks to Settlement Assistants, monitor progress, and approve completed work
• Coach, develop, and mentor assistants and junior level officers within the Settlement team
• Build and maintain relationships with external business partners, such as attorneys, CPAs, and fiduciary accountants
• Coordinate communication with internal support partners, including Tax, Compliance, SAM, and ART, to ensure accurate and efficient administration and manage business risk
• Participate in sales calls, offering expertise in Estate Settlement
• Maintain high quality communications with beneficiaries to ensure client satisfaction and asset retention
• Act as a technical resource to colleagues both within and outside of the Settlement team

Requirements:

• BS/BA required, advanced degree or professional designation preferred
• Minimum of 2-3 years of personal trust/estate settlement/investment related experience
• Excellent interpersonal and technical skills
• Strong oral, written, and presentation abilities
• Exceptional organizational skills
• Ability to work in a fast-paced, multi-task environment with minimal supervision while demonstrating teamwork and delivering client satisfaction
• Proficient in Microsoft Office programs, particularly Word and Excel
• Knowledge of probate administration, fiduciary income tax, and estate taxes preferred
• Knowledge of Bank of America's proprietary trust systems a plus
• Position may require periodic overnight/multi-night travel

Skills:

• Account Management
• Customer and Client Focus
• Oral and Written Communication
• Risk Management
• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Problem Solving
• Attention to Detail
• Client Management
• Mentoring
• Process Simplification
• Referral Identification

Salary Information:

• Salary will be commensurate with experience and qualifications
• Full-time, 40 hours per week

Experience Information:

• Minimum of 2-3 years of personal trust/estate settlement/investment related experience
• BS/BA required, advanced degree or professional designation preferred

Job Title: Estate Settlement Officer III

H1: Join Bank of America as an Estate Settlement Officer III

H2: Manage and Settle Complex Estates and Trusts at Bank of America

Bullet Points:

• Bank of America is committed to responsible growth and diversity and inclusion in the workplace.
• We offer competitive benefits to support the well-being of our employees and their families.
• Join our team and have the opportunity to learn, grow, and make an impact.
• As an Estate Settlement Officer III, you will be responsible for managing and settling large, complex estates and terminating trusts.
• This role requires a high level of technical expertise and knowledge in estate and trust administration.
• You will also have the opportunity to coach, develop, and mentor junior level officers and assistants within the Settlement team.
• Build and maintain relationships with external business partners and coordinate communication with internal support partners to ensure accurate and efficient administration.
• Participate in sales calls and maintain high quality communications with beneficiaries.
• BS/BA required, advanced degree or professional designation preferred.
• Minimum of 2-3 years of personal trust/estate settlement/investment related experience.
• Excellent interpersonal and technical skills are necessary for success in this role.
• Strong organizational skills and the ability to work in a fast-paced, multi-task environment are also important.
• Proficiency in Microsoft Office programs is required, with knowledge of Bank of America's proprietary trust systems being a plus.
• This position may require periodic overnight/multi-night travel.
• Salary will be commensurate with experience and qualifications, with a full-time, 40 hours per week schedule.
• Join Bank of America as an Estate Settlement Officer III and make a difference in the financial lives of our clients.

Not applicable for this position.

Competitive benefits package including healthcare, retirement, and wellness programs

Coaching, Development, Mentoring, Relationship Building, Communication, Sales, Attention to Detail, Risk Management, Client Satisfaction, Asset Retention, Technical Expertise, Teamwork, Client Management, Process Simplification, Referral Identification

BS/BA or equivalent experience, JD, advanced degree and/or certifications preferred

Interested candidates can apply online through the company's website.

Qualification and Experience BS/BA or equivalent experience, JD, advanced degree and/or certifications preferred

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