Estate Settlement Officer III (Richmond, VA)
Location: Richmond, Virginia
Description: Bank Of America is employing Estate Settlement Officer III (Richmond, VA) right now, this occupation will be situated in Virginia. For complete informations about this occupation opportunity please give attention to these descriptions. Accountable for managing the larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical exp! ertise and knowledge. Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners, and through referrals from other business lines. Participates in sales calls as needed, offering Estate Settlement expertise. Coordinates communication with internal support partners (Tax, Compliance, Real Estate, BITs) to ensure accurate, timely and efficient administration, and to manage business risk. Builds and maintains relationships with external business partners (Attorneys and CPAs) and other organizations to promote awareness of Estate Settlement Services. Acts as a technical resource to Estate Settlement team. Will involve responsibility for coaching, developing, and mentoring assistants.
Qualifications
- Minimum of 3-5 years personal trust/estate settlement/investment related experience
- Excellent interpersonal and technical skills
- Demonstrated oral, written and presentati! on skills
- Excellent organizational skills
- Ab! ility to work in a multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction
- Computer literate
- Knowledge of Bank of America's proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred
- Ability to work on dual platforms, settling estates for both US Trust (PACE) and Merrill Lynch Trust (PIERCE)
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If you were eligible to this occupation, please send us your resume, with salary requirements and a resume to Bank Of America.
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This occupation starts available on: Wed, 10 Apr 2013 05:42:58 GMT
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