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Estate Settlement Officer III
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$91,700 - $127,300 a year
Full-time
- Will be responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team.
- Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk.
- Responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team.
- Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration.
- Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines.
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