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The Trust & Estate Settlement Officer will have a strong background in trust and estate administration, with a focus on settlement and distribution of assets. This role will administer estates, manage and settle administrative trusts, and administer the closing process for all personal trust and estate accounts. They will work with beneficiaries, internal, and external partners to ensure accurate and timely tax payments, estate and trust termination fees, and delivery of assets.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or listen, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.
Affirmative Action/EEO Statement
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Requirements:Full Time
$82k-104k (estimate)
05/03/2024
05/16/2024
bridgewatersavings.com
TAUNTON, MA
100 - 200
Private
JAMES LIVELEY
$10M - $50M
Banking