Estate Settlement Officer III

Welcome to Bank of America, where we are committed to helping our clients achieve financial success and stability. As an Estate Settlement Officer III, you will play a crucial role in our Wealth Management team by guiding and supporting our clients through the complex process of estate settlement. We are seeking an experienced and highly skilled individual with a deep understanding of estate planning, trust administration, and probate procedures. If you are a detail-oriented and empathetic professional who is passionate about providing exceptional service to clients during difficult times, we encourage you to apply for this rewarding opportunity. Join our team and make a meaningful impact on the lives of our clients and their families.

1. Lead the estate settlement process for clients, including managing all aspects of trust administration and probate procedures.
2. Provide expert guidance and support to clients and their families during the estate settlement process.
3. Utilize extensive knowledge of estate planning to ensure proper distribution of assets according to clients' wishes.
4. Collaborate with internal teams, such as attorneys and financial advisors, to facilitate efficient and accurate estate settlement.
5. Accurately maintain and update client records and documentation related to estate settlement.
6. Proactively identify and address potential challenges or issues that may arise during the estate settlement process.
7. Serve as a point of contact for clients and their families, providing timely and compassionate communication throughout the process.
8. Stay up-to-date on relevant laws, regulations, and industry trends related to estate planning and settlement.
9. Maintain a high level of professionalism and confidentiality when handling sensitive financial and personal information.
10. Continuously strive to improve processes and procedures to enhance the client experience and increase efficiency.

According to JobzMall, the average salary range for a Estate Settlement Officer III in Boca Raton, FL, USA is $81,000 to $115,000 per year. This range may vary depending on the specific company, experience level, and other factors.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.