Estate Settlement Officer III
Company Name:
Bank of America Corp.
Title: Estate Settlement Officer III
Location: RI-Providence
Other Locations: US-New York, US-New Jersey
Accountable for managing the larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge. 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, BITs) 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 Estate Settlement team. Will involve responsibility for coaching, developing, and mentoring assistants. BS/BA or equivalent experience preferred. Advanced degree or certification preferred. Non-licensed associate.
Required:
BS/BA or equivalent experience preferred
Advanced degree and certifications preferred
Minimum of 2-3 years personal trust/estate settlement/investment related experience
Excellent interpersonal and technical skills
Demonstrated oral, written and presentation skills
Excellent organizational skills
Ability to work in a multi-task environment with minimum supervision while demonstrating teamwork
Computer literate
Knowledge of Bank of America''s proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferredWS-Product Specialist
Organization: 6991-US TRUST-PRIVATE WEALTH MANAGEMENTEstimated Salary: $20 to $28 per hour based on qualifications.
Bank of America Corp.
Title: Estate Settlement Officer III
Location: RI-Providence
Other Locations: US-New York, US-New Jersey
Accountable for managing the larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge. 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, BITs) 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 Estate Settlement team. Will involve responsibility for coaching, developing, and mentoring assistants. BS/BA or equivalent experience preferred. Advanced degree or certification preferred. Non-licensed associate.
Required:
BS/BA or equivalent experience preferred
Advanced degree and certifications preferred
Minimum of 2-3 years personal trust/estate settlement/investment related experience
Excellent interpersonal and technical skills
Demonstrated oral, written and presentation skills
Excellent organizational skills
Ability to work in a multi-task environment with minimum supervision while demonstrating teamwork
Computer literate
Knowledge of Bank of America''s proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferredWS-Product Specialist
Organization: 6991-US TRUST-PRIVATE WEALTH MANAGEMENTEstimated Salary: $20 to $28 per hour based on qualifications.
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