Settlement Officer II

Responsibilities

• Facilitates, manages, and settles trust terminations requiring expertise and knowledge of fiduciary rules and regulations.
• Assigns tasks to Specialized Fiduciary Administrators, monitors progress, and approves completed work.
• Coaches, develops, and mentors administrators and junior level officers within the Trust Settlement team.
• Works closely with internal business partners including Client Team, Office of the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), Portfolio Managers, and external parties (Attorneys, CPAs, and Fiduciary Accountants).
• Maintains high quality communications with beneficiaries, focusing on timely execution and client satisfaction.
• Proactively identifies and resolves issues, acts as a technical resource to colleagues, and handles tasks delegated by Trust Settlement Manager or Director.

Qualifications

• BS/BA degree or equivalent experience; JD preferred.
• 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 are necessities.
• 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.