Settlement Officer II, Estate Settlement, Private Bank

Accountable for managing and settling estates and/or terminating trusts Coordinates with and assigns tasks to Settlement Administrators Monitors progress and approves completed work Assists manager and senior officers in coaching, developing, and mentoring associates Responsible for coordinating information and activities with external business partners and internal business and support partners Maintains high quality, professional communications with beneficiaries and co-fiduciaries Requirements BS/BA degree or equivalent experience, strongly desired JD or Professional designation in paralegal studies preferred Trust, estate, and/or tax experience Strong communication and organizational skills Ability to work in a fast-paced environment where multi-tasking and prioritization is a necessity Works well as an individual contributor and member of a team Proficient use of Microsoft Office Ability to learn and apply new technology and systems Core Competencies Demonstrates expertise in managing estates and trusts, with a strong focus on communication and organizational skills. Proficient in coordinating tasks and mentoring team members while maintaining professional relationships with beneficiaries and partners. Highest-signal resume keywords Trust Experience Estate Experience Tax Experience Microsoft Office Proficiency JD or Paralegal Designation ATS Optimization Keywords Hard Skills Estate Management Trust Management Tax Management Task Coordination Multi-tasking Prioritization Soft Skills Strong Communication Skills Organizational Skills Team Collaboration Coaching and Mentoring Certifications & Qualifications JD Paralegal Designation Industry Keywords Estate Planning Trust Administration Beneficiary Communication Co-fiduciary Coordination Tools & Technologies Microsoft Office #J-18808-Ljbffr Jobtailor