BNY Mellon Careers

Estate Administrator I

Philadelphia, Pennsylvania
Wealth Management


Job Description

The incumbent will be responsible for the administration of assigned accounts (15 to 20 estates; up to $2,000,000 in value) under the direct supervision of the unit manager with some latitude for independent authority. The incumbent will consult with the regional unit manager on complex problems and will use independent judgment to solve routine problems.

Qualifications

The incumbent will have an undergraduate degree with 1-5 years estate/trust experience or equivalent experience. Must possess a working knowledge of fiduciary accounting, investments, federal and state taxes. Must have strong business acumen and organizational ability. Must have the ability to communicate effectively with clients and attorneys. Must have a working knowledge of Microsoft Office products with emphasis on Word and Excel.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Pennsylvania-Philadelphia
Internal Jobcode: 03885
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1712328