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.
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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 03885
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1910519