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
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
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.