17 days old
2018-06-052018-07-05

Trust Settlement Assistant II, NY

Bank of America
New York, NY
  • Job Code
    bankofamerica-18032460NewYorkNY
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Company Bank of America

Job Title Trust Settlement Assistant II, NY

Jobid bankofamerica-18032460NewYorkNY

Location: New York, NY, 10176, USA

Description **Job Description:**



**Business Overview:**



U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.



U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.



**Job Description:**



Accountable for tracking, managing and assisting with settling terminating trusts that require technical expertise and knowledge. Obtains, verifies and coordinates asset transfer instructions with financial institutions and clients. Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Participates in sales calls as needed, offering Trust Settlement expertise. Assists Trust Settlement Officers with drafting settlement materials. Maintains accurate data in various databases/platforms. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Acts as a technical resource to colleagues within and outside of Trust Settlement team.



**Qualifications:**



+ BS/BA preferred

+ Advanced degree, paralegal or professional designation a plus

+ Non-licensed associate



**Posting Date** : 05/29/2018



**Location** :

New York, NY, 114 W 47TH ST (NY8114),

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Trust Settlement Assistant II, NY

Bank of America
New York, NY

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Bank of America
New York, NY

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