Estate Settlement Officer III

4 weeks ago

Watertown, United States CareerBuilder Full time

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Estate Settlement Officer III

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locations

Waltham

Melville

Providence

New York

time type

Full time

posted on

Posted Yesterday

job requisition id

24014085

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team. Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Participates in sales calls as needed, offering Settlement expertise. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Acts as a technical resource to colleagues within and outside of Settlement team. BS/BA required. Advanced degree or professional designation a plus. Non-licensed associate.
Responsibilities:
Assigns tasks to the Settlement Assistants, monitors progress and approves completed work.
Responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team.
Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk.
Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention.
Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration.
Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines.
Participates in sales calls as needed, offering Estate Settlement expertise.
Coordinates communication with internal support partners (Tax, Compliance, Real Estate, Private Business Group) to ensure accurate, timely, and efficient administration and to manage business risk.
Builds and maintains relationships with external business partners (Attorneys and CPAs) and other organizations to promote awareness of Estate Settlement Services.
Acts as a technical resource to colleagues within and outside of Estate Settlement team.
Will involve responsibility for coaching, developing, and mentoring assistants.
Desired Skills:
BS/BA or equivalent experience required
JD, advanced degree and/or certifications preferred
Minimum of 2-3 years of personal trust/estate

settlement/investment

related experience
Excellent interpersonal and technical skills
Demonstrates excellent oral, written, and presentation skills
Exceptional organizational skills
Ability to work in a fast-paced, multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction
Proficient in Microsoft Office programs including Word and Excel
Knowledge of probate administration (multi-state), fiduciary income tax, and estate taxes preferred
Knowledge of Bank of America's proprietary trust systems a plus
Position will require periodic,

overnight/multi-night

travel
Skills:
Account Management
Customer and Client Focus
Oral Communications
Risk Management
Written Communications
Collaboration
Decision Making
Issue Management
Prioritization
Problem Solving
Attention to Detail
Client Management
Mentoring
Process Simplification
Referral Identification
Shift:
1st shift (United States of America)

Hours Per Week:
40

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