| Type: | Full Time |
|---|
Accountable for administering modest book of probate estates and deceased grantor trusts requiring technical experience and knowledge in estate administration. Responsible for assisting senior officer(s) with the administration of more complex estates. Responsible for coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, BITS, etc.) to ensure accurate, timely and efficient administration, and to manage risk. Participates in sales calls as needed, offering Estate Settlement expertise. Will involve responsibility for coaching, developing, and mentoring ESA. BS/BA required. Advanced degree and certifications preferred. Non-licensed associate.
Qualifications
BS/BA or equivalent experience 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 multi-task environment with minimum supervision while demonstrating teamwork. Computer literate. Knowledge of Bank of America's propietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred.
www.investmentbankcareer.com
www.investmentbankcareer.com/iba....php
Qualifications
BS/BA or equivalent experience 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 multi-task environment with minimum supervision while demonstrating teamwork. Computer literate. Knowledge of Bank of America's propietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred.
www.investmentbankcareer.com
www.investmentbankcareer.com/iba....php
