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Estate Settlement Officer II

Houston, Texas

Job Description:

Accountable for administering probate estates and deceased grantor trusts requiring technical experience and knowledge in estate administration. Responsible for coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Risk, Real Estate, Oversight groups, etc.) to ensure accurate, timely and efficient administration, and to manage risk.  Will involve responsibility for coaching, developing, and mentoring ESO I and ESA. May act as technical resource to teammates, depending on level of expertise and experience. BS/BA required. Advanced degree and certifications preferred. Non-licensed associate.

Will administer Merrill Lynch estates and trusts. Extensive contact with Financial Advisors, clients, and COIs.

Qualifications:

  • BS/BA required.
  • Advanced degree and/or certifications preferred
  • Minimum of 2-3 years personal trust/estate settlement/investment related experience
  • Excellent interpersonal and technical skills
  • Demonstrated oral, written, and presentation skills
  • 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

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-20015469

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
800 Capitol St, TX, Houston, 77002