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Settlement Officer II, Estate

Merrill Lynch

This is a Full-time position in Houston, TX posted September 8, 2021.

Job Description:

Role Overview

Accountable for managing larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge.

Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and other internal line of business referrals.

Participate in sales calls as needed, offering Estate Settlement expertise.

Coordinate communication with internal support partners (Tax, Compliance, Real Estate) 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.

Act as a technical resource on the Estate Settlement team.

With responsibility for coaching, developing and mentoring Estate Settlement Assistants and other team members.

Non-licensed role.

Qualifications

Key Skills Requirements

Minimum of three years personal trust/estate settlement/investment related experience

Outstanding interpersonal communication and technical skills

Demonstrated oral, written and presentation skills

Strong organizational skills and abilities

Ability to work in a multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction

Computer literate

Ability to work on dual platforms, settling estates for both US Trust (PACE) and Merrill Lynch Trust (PIERCE)

Desired Skills:

Knowledge of Bank of America’s proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred

BS/BA degree or equivalent experience and/or an advanced degree, JD or paralegal certification preferred.

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0 –>
Job Description:

Role Overview

Accountable for managing larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge.

Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and other internal line of business referrals.

Participate in sales calls as needed, offering Estate Settlement expertise.

Coordinate communication with internal support partners (Tax, Compliance, Real Estate) 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.

Act as a technical resource on the Estate Settlement team.

With responsibility for coaching, developing and mentoring Estate Settlement Assistants and other team members.

Non-licensed role.

Qualifications

Key Skills Requirements

Minimum of three years personal trust/estate settlement/investment related experience

Outstanding interpersonal communication and technical skills

Demonstrated oral, written and presentation skills

Strong organizational skills and abilities

Ability to work in a multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction

Computer literate

Ability to work on dual platforms, settling estates for both US Trust (PACE) and Merrill Lynch Trust (PIERCE)

Desired Skills:

Knowledge of Bank of America’s proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred

BS/BA degree or equivalent experience and/or an advanced degree, JD or paralegal certification preferred.

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description: Role Overview

Accountable for managing larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge.

Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and other internal line of business referrals.

Participate in sales calls as needed, offering Estate Settlement expertise.

Coordinate communication with internal support partners (Tax, Compliance, Real Estate) 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.

Act as a technical resource on the Estate Settlement team.

With responsibility for coaching, developing and mentoring Estate Settlement Assistants and other team members.

Non-licensed role.

Qualifications

Key Skills Requirements

Minimum of three years personal trust/estate settlement/investment related experience

Outstanding interpersonal communication and technical skills

Demonstrated oral, written and presentation skills

Strong organizational skills and abilities

Ability to work in a multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction

Computer literate

Ability to work on dual platforms, settling estates for both US Trust (PACE) and Merrill Lynch Trust (PIERCE)

Desired Skills:

Knowledge of Bank of America’s proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred

BS/BA degree or equivalent experience and/or an advanced degree, JD or paralegal certification preferred.

Shift:
1st shift (United States of America)
Hours Per Week:
40

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