Settlement Officer I (SO I), Estate

Settlement Officer I (SO I), Estate Settlement, Private Bank Accountable for administering smaller and/or less complicated probate estates and/or terminating trusts requiring technical experience and knowledge in estate and trust administration. Responsible for assisting senior officer(s) with the administration of more complex matters. 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 Settlement expertise. Will involve responsibility for coaching, developing, and mentoring Settlement Administrators. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. Qualifications BS/BA degree or equivalent experience; JD preferred 2-4 yrs experience working in the Private Bank Estate Administration area. Professional designation in paralegal studies and prior trust, estate, and/or tax experience preferred 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 Account Management, Collaboration, Customer and Client Focus, Oral Communications, Written Communications, Attention to Detail, Decision Making, Prioritization, Project Management, Risk Management, Active Listening, Client Management, Process Simplification, Referral Identification Education Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Work Conditions Shift: 1st shift (United States of America) Hours Per Week: 40 Location: US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) For internal employees: participation in a work from home posture does not make you eligible to post. Compensation and Benefits Pay range $63,700.00 - $87,400.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. 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