Trust Settlement Officer I
Location: Providence, Rhode Island
Description: Bank of America is at present recruited Trust Settlement Officer I right now, this job will be designated in Rhode Island. For complete informations about this job opportunity kindly read the description below.
Job Description:
Business Overview:
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Job Description:
Accountable for managing and settling terminating trusts that require technical expertise and knowledge. Assigns tasks to the Trust Settlement Assistants, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring assistants within Trust 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 Trust 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 Trust Settlement team. Advanced degree or professional designation a plus.
Desired Qualifications
- BS/BA preferred. JD with trust and estates experience preferred.
- Non-licensed associate
Shift:
1st shift (United States of America)Hours Per Week:
40- .
If you were e ligible to this job, please give us your resume, with salary requirements and a resume to Bank of America.
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This job starts available on: Sat, 12 May 2018 00:16:19 GMT