Bank of America
Estate Settlement Officer III
Bank of America, Dallas, Texas, United States, 75215
Estate Settlement Officer III
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.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 Responsibilities: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.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.Acts as a technical resource to colleagues within and outside of the Settlement team.Participates in sales calls as needed, offering Settlement expertise.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.Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.Shift:
1st shift (United States of America)Hours Per Week:
40
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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.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 Responsibilities: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.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.Acts as a technical resource to colleagues within and outside of the Settlement team.Participates in sales calls as needed, offering Settlement expertise.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.Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.Shift:
1st shift (United States of America)Hours Per Week:
40
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