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Settlement Officer II (SO II), Estate Settlement, Private Bank

Washington, District of Columbia;Richmond, Virginia

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Settlement Officer II (SO II), Estate Settlement, Private Bank, Richmond, VA -

Accountable for managing and settling estates and/or terminating trusts requiring a degree of technical expertise and knowledge in estate and trust administration. 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 within Settlement team. Responsible for coordinating information and activities with external business partners and internal business and support partners to ensure accurate, timely and efficient administration of assigned cases, and to manage business risk. Maintains high quality, professional communications with beneficiaries and co-fiduciaries, with focus on client satisfaction and asset retention.

Job Description :

• The Settlement Officer is accountable for facilitating, managing, and settling estate and trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment.

• The Settlement Officer assigns tasks to Specialized Fiduciary Administrators, monitors progress and approves completed work. Responsible for coaching, developing, and mentoring administrators and junior level officers within the Estate Settlement team.

• Works closely while simultaneously building and maintaining relationships with internal business partners including but not limited to: Client Team, Financial Advisors, 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, etc., as well as external parties (Attorneys, CPAs, and Fiduciary Accountants).

• Monitors the settlement process and task completion to ensure accurate, timely and efficient administration, and to proactively manage business risk.

• Maintains high quality communications with beneficiaries and internal partners, with a primary focus on timely execution and client satisfaction.

• Ability to proactively identify and resolve issues.

• Acts as a technical resource to colleagues within and outside of Estate Settlement team.

• May be called upon to handle tasks delegated by Estate Settlement Manager or Director.

Qualifications :

• 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

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.