Estate Settlement Officer III

3 weeks ago

Waltham, United States Bank of America Full time

Estate Settlement Officer III page is loaded

Estate Settlement Officer III

Apply

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. We’re 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

#J-18808-Ljbffr

  • Real Estate Asset Analyst

    5 days ago

    Waltham, Massachusetts, United States Hobbs Brook Full time

    Hobbs Brook Management LLC, has been a pioneer in the development of premier office space in the Boston suburbs since 1952. We believe the most valuable thing we develop isn't a building. As both an owner and operator, Hobbs Brook Management is committed to providing its tenants, their employees and customers with a reliable and fully functional business...

  • Executive Administrative Assistant

    3 weeks ago

    Waltham, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    4 weeks ago

    Waltham, United States FM Global Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    4 weeks ago

    Waltham, United States Hobbs Brook Full time

    Job DescriptionHobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings...

  • Project Manager

    4 weeks ago

    Waltham, United States Factory Mutual Insurance Company Full time

    Overview Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique...

  • Project Manager

    4 weeks ago

    Waltham, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    3 weeks ago

    Waltham, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    4 weeks ago

    Waltham, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    3 weeks ago

    Waltham, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    3 weeks ago

    Waltham, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    3 weeks ago

    Waltham, United States Factory Mutual Insurance Company Full time

    Overview Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique...

  • Project Manager

    3 weeks ago

    Waltham, United States Hobbs Brook Full time

    Job DescriptionHobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings...

  • Real Estate Asset Analyst

    4 weeks ago

    Waltham, MA, United States Hobbs Brook Full time

    Hobbs Brook Management LLC, has been a pioneer in the development of premier office space in the Boston suburbs since 1952. We believe the most valuable thing we develop isn’t a building. As both an owner and operator, Hobbs Brook Management is committed to providing its tenants, their employees and customers with a reliable and fully functional business...

  • Project Manager

    4 weeks ago

    WALTHAM, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Project Manager

    3 weeks ago

    WALTHAM, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...

  • Marketing Coordinator

    4 weeks ago

    Waltham, United States SRS Real Estate Full time

    Job Type Full-timeDescriptionPosition Overview: The marketing coordinator position provides transaction, marketing, and business development support to commercial real estate brokers. This role executes the corporate marketing strategy and initiatives locally while providing insight to the corporate marketing team on how these strategies are best refined for...

  • Regional Facilities and Real Estate Specialist

    4 weeks ago

    Waltham, United States Hitachi Data Systems Full time

    This role is required to be ONSITE in Waltham, MAThe Team We are hiring a Regional Facilities and Real Estate Specialist. You will be responsible for supervising and maintaining the upkeep of existing offices, as well as will lead all aspects of facilities operations, opening and closures of sites within East Coast and Canada region. In this role, you will...

  • Regional Facilities and Real Estate Specialist

    3 weeks ago

    Waltham, United States Hitachi Data Systems Full time

    This role is required to be ONSITE in Waltham, MAThe Team We are hiring a Regional Facilities and Real Estate Specialist. You will be responsible for supervising and maintaining the upkeep of existing offices, as well as will lead all aspects of facilities operations, opening and closures of sites within East Coast and Canada region. In this role, you will...

  • Trust & Estates/client Service Associate - Argent

    2 weeks ago

    Waltham, United States HighTower Advisors Full time

    Our Story Investments, estate, tax, and financial planning - all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years...

  • Project Manager

    4 weeks ago

    Waltham, MA, United States Hobbs Brook Full time

    Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property...