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Estate Settlement Specialist — Private Bank

Job in Everett, Snohomish County, Washington, 98213, USA
Listing for: Bank of America
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Banking & Finance, Banking Operations
Salary/Wage Range or Industry Benchmark: 64000 - 87000 USD Yearly USD 64000.00 87000.00 YEAR
Job Description & How to Apply Below
Position: Estate Settlement Specialist I — Private Bank

Bank of America is seeking a Settlement Officer I (SO I), Estate Settlement in Private Bank. You will administer probate estates or terminate trusts, assist senior officers with complex matters, and coordinate with attorneys and CPAs to ensure accurate, timely administration.

The role emphasizes client satisfaction, risk management, and mentoring junior settlement staff, in a fast-paced environment. Requires 2–4 years in private banking estate administration and strong communication skills.

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