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In-House
Legal Staff
Trusts and Estates
Estate Settlement Assistant II The candidate provides administrative support to Estate Settlement Market Director (ESMD) and Estate Settlement Officers (ESO) who manage a book of wealth transfer accounts. Working independently, but closely, primarily with the ESMD, but also with one or more ESOs, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing estate and trust account maintenance activities, which includes inputting information and processing transactions on the Trust Web, PACE and Pierce platforms, and utilizing other line of business specific systems. Will coordinate with internal partners as directed (e.g., Tax, Compliance and Specialty Asset Management). Will have extensive client contact including addressing client's problems and concerns. Will perform other administrative tasks such as preparing and reviewing management reports, filing, copying, imaging, telephone coverage, ordering supplies, etc. College, Paralegal training or equivalent experience desired.
Job number: 18022969
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