16 days old

Estate Settlement Officer II

Los Angeles, CA 90006
Estate Settlement Officer II

Los Angeles, California

**Job Description:**

Accountable for administering probate estates and deceased grantor trusts requiring technical experience and knowledge in estate and trust administration. Responsible for coordinating information with beneficiaries, external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, Private Business Group, etc.) to ensure accurate, timely, and efficient administration, and to manage risk. Participates in sales calls as needed, offering Estate Settlement expertise. Responsible for promoting estate settlement services internally and externally. BS/BA preferred. Advanced degree and certifications preferred. Non-licensed associate.

**Qualifications** **/Key Skills Requirements**

+ BS/BA or equivalent experience preferred

+ Advanced degree and/or certifications preferred

+ Minimum of 2-3 years personal trust/estate settlement/investment related experience

+ Ability to proactively identify potential issues in administration and initiate communication with internal and external partners as needed

+ Demonstrates initiative in reaching out to clients during key points of administration to communicate and address client questions and concerns

+ Excellent organizational skills

+ Ability to work in a fast-paced, multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction

+ Proficient in Word and Excel

+ Knowledge of probate administration (multi-state), fiduciary income tax, and estate taxes preferred

+ Working knowledge of Bank of America's proprietary PACE system a plus

**Business Overview**

Private Bank, 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.

Private Bank 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. Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-03-14 Expires: 2020-04-13

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Estate Settlement Officer II

Bank of America
Los Angeles, CA 90006

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