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Full-time
high school, bachelor degree, postgraduate degree, professional certificate
Affordable, Competitive And Flexible Benefits, Physical Wellness Support, Emotional Wellness Support, Financial Wellness Support
Posted 24d ago
~40 hrs/week
Responsibilities
The Settlement Officer manages and settles trust terminations while ensuring compliance with fiduciary rules and regulations. They are responsible for coaching junior staff and coordinating with internal partners and external legal and tax professionals.
Requirements
A bachelor's degree or equivalent experience is required, with a JD or paralegal certification preferred. Candidates should have prior trust, estate, or tax experience and proficiency in Microsoft Office.
Full job description
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, Estate Settlement, Private Bank, Charlotte, NC -
The Settlement Officer is accountable for facilitating, managing, and settling 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 Trust Settlement team.
Works closely while simultaneously building and maintaining relationships with internal business partners including but not limited to: 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, 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 Trust Settlement team.
May be called upon to handle 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 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.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Administrative jobs in North Carolina pay?
Based on 876 listings with disclosed salaries, most administrative jobs in North Carolina pay between $43k–$98k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in North Carolina right now?
There are currently 7,638 open administrative positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in North Carolina?
Companies currently hiring include American Addiction Centers, Duke Health Technology Solutions, Duke University Hospital, North Carolina Department of Environmental Quality, WCPSS Lifelong Learning with Community Schools, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in North Carolina?
Yes — 936 of the 7638 open administrative positions offer remote or hybrid work (309 remote, 627 hybrid).
How do I apply for Administrative jobs in North Carolina?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.