Settlement Officer II, Estate Settlement, Private Bank

Bank of America

Settlement Officer II managing estate settlements at Bank of America. Responsible for coordinating tasks and overseeing the settlement process with high quality communications.

Posted 7/31/2026full-timeRichmond • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $85,300 - $104,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing estates and trusts, with a strong focus on communication and organizational skills. Proficient in coordinating tasks and mentoring team members while maintaining professional relationships with beneficiaries and partners.

Highest-signal resume keywords

Trust ExperienceEstate ExperienceTax ExperienceMicrosoft Office ProficiencyJD or Paralegal Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate ManagementTrust ManagementTax ManagementTask CoordinationMulti-taskingPrioritization

Soft Skills

Strong Communication SkillsOrganizational SkillsTeam CollaborationCoaching and Mentoring

Tools & Technologies

Microsoft Office

Certifications & Qualifications

JDParalegal Designation

Industry Keywords

Estate PlanningTrust AdministrationBeneficiary CommunicationCo-fiduciary Coordination

About the role

Key responsibilities & impact

Accountable for managing and settling estates and/or terminating trusts
Coordinates with and assigns tasks to Settlement Administrators
Monitors progress and approves completed work
Assists manager and senior officers in coaching, developing, and mentoring associates
Responsible for coordinating information and activities with external business partners and internal business and support partners
Maintains high quality, professional communications with beneficiaries and co-fiduciaries

Requirements

What you’ll need

BS/BA degree or equivalent experience, strongly desired
JD or Professional designation in paralegal studies preferred
Trust, estate, and/or tax experience
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

Benefits

Comp & perks

health insurance
retirement plans
paid time off
flexible work arrangements
professional development opportunities
discretionary incentive eligible