Bank Of America Estate Settlement Officer II 

United States, Virginia, Richmond 

657283429

Job Description:

Job Description:

Key Qualifications:

• Minimum of 3 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
• Knowledge of Bank of America's proprietary PACE system, probate administration (multi-state), fiduciary income tax and estate taxes preferred
• Ability to work on dual platforms, settling estates for both US Trust (PACE) and Merrill Lynch Trust (PIERCE)

Desired Qualifications:

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

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Risk Management
• Written Communications
• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Problem Solving
• Active Listening
• Attention to Detail
• Client Management
• Process Simplification
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)