Trust Settlement Officer II (Providence, RI)
Location: Providence, Rhode Island
Description: Bank Of America is at the momment seeking for Trust Settlement Officer II (Providence, RI) right now, this vacancy will be reside in Rhode Island. Further informations about this vacancy opportunity please read the description below. Accountable for managing and settling the less complex terminating trusts requiring some technical expertise and knowledge. Assigns tas! ks to the Trust Settlement Assistants, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring assistants and junior level officers within Trust Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and 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 Trust Settlement expertise. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. May act as a technical resource to colleagues within and outside of Trust Settlement team depending on level of expertise and experience. BS/BA required. Non-licensed associate.
Qualifications
Prior trust settlement/administration experience preferred
Excellent communication and inter! personal skills
Client relationship skills are essent! ial
PC literate: proficient in Word and Excel
Bachelors degree required
JD preferred
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If you were eligible to this vacancy, please send us your resume, with salary requirements and a resume to Bank Of America.
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This vacancy starts available on: Thu, 08 Aug 2013 19:08:51 GMT
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