Settlement Officer II
Core
Managing and settling terminating trusts requiring technical expertise in fiduciary rules and regulations.
Role type
Mid-level individual contributor trust settlement officer
Builds
Settled trust terminations for beneficiaries
Domain
Financial services / Trust administration
Deliverable
client delivery
Required skills
Fiduciary rules knowledge, trust administration, task assignment, mentoring, external partner coordination, beneficiary communication, risk management, issue resolution
Preferred skills
Paralegal designation, prior trust/estate/tax experience, JD
Technologies
Microsoft Office
Responsibilities
Independently facilitate and settle trust terminations; assign tasks to specialized fiduciary administrators; coach and mentor junior officers; coordinate with external partners (attorneys, CPAs) and internal teams; monitor settlement process for accuracy and risk; communicate with beneficiaries.
Seniority
Mid-level, hands-on IC