Settlement Officer II (Estate)
Company: Disability Solutions
Location: Los Angeles
Posted on: September 28, 2024
|
|
Job Description:
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.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.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!Settlement Officer (Estate), Private Bank -
Accountable for managing and settling the smaller and/or less
complicated estates and/or terminating trusts requiring a lesser
degree of technical expertise and knowledge. Assigns tasks to the
Settlement Assistants, monitors progress and approves completed
work. Assists senior officers in coaching, developing, and
mentoring assistants within 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.
Maintains high quality communications with beneficiaries, with
focus on client satisfaction and asset retention. The qualified
candidate will possess experience working with decedents estates.
Non-licensed associate.Skills:
Keywords: Disability Solutions, Los Angeles , Settlement Officer II (Estate), Other , Los Angeles, California
Click
here to apply!
|