Estate Settlement Associate II

Why Broadway Bank:

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

Position Overview:
The Estate
Settlement Associate II is responsible for interpreting wills and trust
documents to establish new accounts, record new assets, and manage routine
inquiries and preliminary inventory preparation. This role involves reviewing
and approving routine bills, assisting customers, and closing accounts in
accordance with established procedures.

Essential Functions:

• Interpret
  authority documents to complete new account setup and data entry.
• Execute new
  account checklist procedures.
• Provide Wealth Management
  Operations with necessary information to set up new assets, including
  transfer instructions and documentation for cost basis and acquisition
  dates.
• Conduct
  research with clients, brokers, and transfer agents to determine the cost
  basis of assets.
• Establish date
  of death and alternate values for tax purposes and set up tax costs.
  Process payment
  of debts, taxes, and distributions, setting up reminders for regular
  payments.
• Locate,
  collect, and value all assets, producing reconciliation statements as
  needed.
• Maintain
  accurate client contact information for correspondence, emails, and
  statements.
• Retain client
  correspondence and pertinent documents for account records.
• Complete
  account closings in accordance with the account closing checklist.
• Ensure
  compliance with trust and related regulations.
• Receive and
  research requests for information and assistance.
• Respond to and
  resolve routine inquiries and service issues.
• Serve as backup
  to the receptionist as needed, answering telephones, assisting clients,
  and typing correspondence including letters, memos, and reports.
• Cross-sell
  other bank products and services.
• Identify client
  needs and communicate with the administrative officer and/or portfolio
  manager.
• Assist with the
  development and writing of procedures for estate settlement associate
  functions.
• Assist with
  Wealth Management projects, and duties as needed.
• This position may require travel within the Bank's geographic area.

Experience & Education:

• 2+ years of estate settlement experience.
• College degree with an emphasis on accounting or business, or equivalent trust experience.
  

Skills & Qualifications:

• Exceptional client service and telephone skills.
• Excellent interpersonal, verbal, and written communication skills.
• Strong time management skills with the ability to work independently and manage multiple tasks concurrently with minimal supervision.
• Strong interpersonal skills, capable of working effectively in a team environment and providing support to others.
• Proficiency with Microsoft Office products.
• Experience with Trust Accounting Systems.
• Detail-oriented with strong analytical and problem-solving skills.
• Ability to maintain confidentiality and handle sensitive information.
• Commitment to ongoing professional development and learning.

Other Requirements:

• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit your
overall health and well-being:

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

This job description is not
designed to be a comprehensive listing of duties, responsibilities, or
activities that are required for this job. Duties, responsibilities, and
activities may change at any time with or without notice.

Broadway Bank
is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and
tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants
will receive consideration for employment without regard to race, color, sex,
sexual orientation, gender identity, religion, national origin, disability,
veteran status, or other legally protected status.

Member FDIC