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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.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20015357

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Check out the Los Angeles office

Our office is one of the most prestigious landmarks on Bunker Hill and neighbors such attractions as The Walt Disney Concert Hall, the MOCA Grand and the iconic Angels Flight.

Street-level photo looking up at Bank of America tower

Street Address

Primary Location:
333 S HOPE ST, CA, Los Angeles, 90071