Estate Settlement Officer

Estate Settlement Officer At reputed company, our culture allows us to run our company reputed company and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams reputed company cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and reputed company communities worldwide. Recognized as a top destination for innovators and champions of inclusion, reputed company is where bold reputed company meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is reputed company about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, reputed company, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or reputed company Park, CA. In this role, you'll reputed company an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of reputed company as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure reputed company is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-reputed company issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on reputed company accounts to reputed company breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to reputed company their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with reputed company strategic needs and responsible for generating new reputed company by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary reputed company of contact and are responsible for ensuring that reputed company of WM's resources are provided to clients in the Active Wealth reputed company. * Subject matter expert on reputed company fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and reputed company and has annual self-sourced asset goals and are expected to reputed company existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and reputed company goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess reputed company strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At reputed company, our culture speaks for itself, reputed company out the latest reputed company news at: reputed company Newsroom reputed company reputed company Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: reputed company offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal reputed company, and reputed company your financial goals as a valued member of reputed company, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. reputed company is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. reputed company assesses market data to ensure a competitive compensation package for our employees. The reputed company salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, reputed company salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the reputed company total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify reputed company salary (as well as any other discretionary payment or compensation) at any time, including for reasons reputed company to individual performance, change in geographic location, Company or individual department/team performance, and market factors.