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Settlement Officer III

Merrill

3

(5)

Boca Raton, FL

#23013398

Position summary

Job Description:

Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team. 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 Settlement expertise. 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 Settlement team. BS/BA required. Advanced degree or professional designation a plus. Non-licensed associate.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Why you should apply for a job to Merrill:

  • 4.7/5 in supportive management

  • 80% say women are treated fairly and equally to men

  • 80% would recommend this company to other women

  • 60% say the CEO supports gender diversity

    • Ratings are based on anonymous reviews by Fairygodboss members.

  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.

  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.

  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.